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SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
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
+$9.14M
2
+$8.26M
3
+$5.58M
4
CSCO icon
Cisco
CSCO
+$5.09M
5
FE icon
FirstEnergy
FE
+$4.86M

Top Sells

1
+$79.9M
2
+$26.5M
3
+$23M
4
TT icon
Trane Technologies
TT
+$18.3M
5
CDNS icon
Cadence Design Systems
CDNS
+$7.91M

Sector Composition

1 Technology 35.28%
2 Communication Services 13.68%
3 Consumer Discretionary 12.1%
4 Healthcare 10.63%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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827
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830
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831
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832
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-8,780
833
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834
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835
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836
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837
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838
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839
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840
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841
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847
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849
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850
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