SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
851
-4,474
852
-23,437
853
-7,047
854
-19,188
855
-3,555