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
826
$52K ﹤0.01%
38,435
827
$41K ﹤0.01%
827
828
$31K ﹤0.01%
10,727
829
– –
-42,939
830
– –
-5,080
831
– –
-11,151
832
– –
-5,910
833
– –
-1,770
834
– –
-14,977
835
– –
-61,260
836
– –
-2,605
837
– –
-16,823
838
– –
-8,723
839
– –
-17,994
840
– –
-9,161
841
– –
-6,000
842
– –
-3,932
843
– –
-7,011
844
– –
-21,982
845
– –
-3,909
846
– –
-41,438
847
– –
-3,433
848
– –
-7,047
849
– –
-3,719
850
– –
-5,844
32 33
34
35 36