SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
This Quarter Return
+2.72%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.42B
AUM Growth
+$1.42B
(+6.4%)
Cap. Flow
+$36.6M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
25.17%
Holding
916
New
68
Increased
290
Reduced
128
Closed
60
Top Buys
| 1 |
WBC
WABCO HOLDINGS INC.
WBC
|
$8.89M |
| 2 |
Trane Technologies
TT
|
$7.75M |
| 3 |
Apple
AAPL
|
$7.08M |
| 4 |
Qualcomm
QCOM
|
$3.78M |
| 5 |
Alaska Air
ALK
|
$3.5M |
Top Sells
| 1 |
Chevron
CVX
|
$25.5M |
| 2 |
RTX Corp
RTX
|
$4.8M |
| 3 |
ArcelorMittal
MT
|
$4.01M |
| 4 |
Tapestry
TPR
|
$3.87M |
| 5 |
Walmart
WMT
|
$3.86M |
Sector Composition
| 1 | Technology | 21.02% |
| 2 | Financials | 15.75% |
| 3 | Healthcare | 12.29% |
| 4 | Communication Services | 11.35% |
| 5 | Consumer Discretionary | 9.14% |