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
726
$225K 0.02%
2,369
727
$224K 0.02%
9,262
-755
728
$224K 0.02%
4,322
-441
729
$224K 0.02%
12,215
-1,213
730
$224K 0.02%
4,514
731
$223K 0.02%
6,887
732
$223K 0.02%
3,672
733
$222K 0.02%
15,752
734
$222K 0.02%
7,691
-340
735
$221K 0.01%
1,035
736
$221K 0.01%
4,220
737
$220K 0.01%
16,531
738
$219K 0.01%
2,957
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739
$219K 0.01%
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740
$219K 0.01%
+5,674
741
$218K 0.01%
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742
$218K 0.01%
+5,534
743
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744
$218K 0.01%
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745
$218K 0.01%
5,795
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746
$217K 0.01%
12,231
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747
$217K 0.01%
+1,628
748
$217K 0.01%
12,743
-3,277
749
$216K 0.01%
9,000
750
$216K 0.01%
1,083
28 29
30
31 32