SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.31M
3
+$4.24M
4
DD icon
DuPont de Nemours
DD
+$3.9M
5
BAX icon
Baxter International
BAX
+$3.86M

Top Sells

1
+$5.6M
2
+$5.48M
3
+$5.28M
4
CA
CA, Inc.
CA
+$4.56M
5
CVX icon
Chevron
CVX
+$4.37M

Sector Composition

1 Technology 21.57%
2 Financials 17.17%
3 Communication Services 11.99%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$235K 0.02%
12,500
-12,300
702
$235K 0.02%
2,517
703
$235K 0.02%
5,681
-150
704
$234K 0.02%
4,366
-446
705
$234K 0.02%
+3,591
706
$234K 0.02%
7,833
-1
707
$234K 0.02%
+6,680
708
$234K 0.02%
2,757
-72
709
$233K 0.02%
+31,000
710
$233K 0.02%
2,865
-291
711
$233K 0.02%
7,996
-774
712
$233K 0.02%
2,618
713
$232K 0.02%
2,732
-290
714
$232K 0.02%
11,665
-346
715
$231K 0.02%
4,926
-19
716
$230K 0.02%
2,137
717
$229K 0.02%
14,839
-7,730
718
$228K 0.02%
3,416
719
$228K 0.02%
6,781
720
$228K 0.02%
3,100
721
$228K 0.02%
3,809
722
$228K 0.02%
5,662
723
$227K 0.02%
3,287
724
$227K 0.02%
3,686
725
$225K 0.02%
3,961
27 28
29
30 31