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
751
$215K 0.01%
4,248
-116
752
$214K 0.01%
+2,173
753
$213K 0.01%
+4,581
754
$213K 0.01%
+7,564
755
$212K 0.01%
4,614
-1,335
756
$212K 0.01%
5,102
757
$212K 0.01%
7,388
-212
758
$212K 0.01%
4,751
759
$211K 0.01%
4,699
-467
760
$211K 0.01%
+4,612
761
$211K 0.01%
4,644
762
$211K 0.01%
1,393
-140
763
$211K 0.01%
+1,930
764
$210K 0.01%
2,992
765
$210K 0.01%
+4,816
766
$210K 0.01%
+6,540
767
$210K 0.01%
2,929
-91
768
$210K 0.01%
3,474
769
$210K 0.01%
7,087
770
$210K 0.01%
+4,234
771
$210K 0.01%
4,276
772
$209K 0.01%
5,011
-507
773
$209K 0.01%
+2,983
774
$209K 0.01%
6,728
775
$209K 0.01%
9,823
29 30
31
32 33