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
$2.55B
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.58M
3
+$5.01M
4
CSCO icon
Cisco
CSCO
+$4.94M
5
INTC icon
Intel
INTC
+$4.64M

Top Sells

1
+$93.7M
2
+$26.6M
3
+$22.1M
4
TT icon
Trane Technologies
TT
+$16.5M
5
CDNS icon
Cadence Design Systems
CDNS
+$7.86M

Sector Composition

1 Technology 35.32%
2 Communication Services 13.68%
3 Consumer Discretionary 12.1%
4 Healthcare 10.63%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$206K 0.01%
7,937
752
$205K 0.01%
+1,626
753
$205K 0.01%
2,827
-5,030
754
$205K 0.01%
885
755
$204K 0.01%
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$204K 0.01%
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757
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758
$204K 0.01%
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759
$204K 0.01%
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760
$203K 0.01%
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762
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763
$203K 0.01%
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$203K 0.01%
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$202K 0.01%
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766
$202K 0.01%
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767
$202K 0.01%
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$202K 0.01%
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769
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772
$201K 0.01%
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774
$200K 0.01%
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775
$195K 0.01%
16,503
29 30
31
32 33