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
801
$188K 0.01%
10,499
802
$183K 0.01%
12,812
803
$182K 0.01%
45,000
804
$178K 0.01%
207
805
$177K 0.01%
25,000
806
$175K 0.01%
10,116
807
$174K 0.01%
18,012
-1,925
808
$169K 0.01%
30,272
-1,002
809
$152K 0.01%
11,036
810
$147K 0.01%
11,045
811
$143K 0.01%
37,014
812
$142K 0.01%
16,968
813
$141K 0.01%
15,838
814
$136K 0.01%
15,857
815
$116K 0.01%
11,401
816
$111K 0.01%
29,033
817
$111K 0.01%
1,479
818
$110K 0.01%
23,950
-1,340
819
$109K 0.01%
12,578
820
$107K 0.01%
10,054
821
$102K 0.01%
3,025
822
$99K 0.01%
11,003
823
$92K 0.01%
12,478
824
$85K 0.01%
11,035
825
$80K 0.01%
15,550
31 32
33
34 35