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
776
$207K 0.01%
6,900
777
$207K 0.01%
3,640
778
$206K 0.01%
2,403
779
$206K 0.01%
+1,743
780
$206K 0.01%
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781
$205K 0.01%
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782
$205K 0.01%
9,400
783
$204K 0.01%
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784
$204K 0.01%
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785
$204K 0.01%
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786
$203K 0.01%
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787
$203K 0.01%
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788
$202K 0.01%
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789
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$201K 0.01%
3,644
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792
$200K 0.01%
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793
$198K 0.01%
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794
$198K 0.01%
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795
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796
$192K 0.01%
20,257
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797
$191K 0.01%
10,173
798
$190K 0.01%
10,000
799
$189K 0.01%
11,035
800
$189K 0.01%
13,284
30 31
32
33 34