SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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 11.97%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.69M 0.38%
40,325
+25,000
52
$5.68M 0.38%
249,840
+750
53
$5.65M 0.38%
81,040
-27,319
54
$5.55M 0.37%
187,723
-2,899
55
$5.49M 0.37%
68,732
+26,600
56
$5.47M 0.37%
22,071
+1,302
57
$5.45M 0.37%
134,119
+6,035
58
$5.36M 0.36%
117,387
+10,000
59
$5.3M 0.36%
132,695
+59,100
60
$5.19M 0.35%
39,943
-687
61
$5.15M 0.35%
20,275
-200
62
$5.14M 0.35%
284,379
+50,100
63
$5.07M 0.34%
269,882
64
$5.03M 0.34%
147,770
+18,000
65
$4.92M 0.33%
40,978
-1,100
66
$4.75M 0.32%
40,963
-14,480
67
$4.71M 0.32%
97,474
-79,772
68
$4.68M 0.32%
93,456
+1,301
69
$4.61M 0.31%
86,016
+1,081
70
$4.51M 0.3%
17,939
+3,570
71
$4.48M 0.3%
86,257
-26,231
72
$4.48M 0.3%
18,869
73
$4.45M 0.3%
73,437
-11,627
74
$4.36M 0.29%
27,797
+1,030
75
$4.31M 0.29%
+58,705
1 2
3
4 5