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
$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 11.97%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.3M 0.29%
52,860
+8,574
77
$4.26M 0.29%
67,906
+61,571
78
$4.21M 0.28%
48,827
79
$4.17M 0.28%
78,117
-104,917
80
$4.14M 0.28%
37,852
-100
81
$4.12M 0.28%
148,000
+15,300
82
$4.1M 0.28%
53,763
+14,800
83
$4.09M 0.28%
42,271
-4,409
84
$4.03M 0.27%
92,086
-40,500
85
$4.03M 0.27%
186,568
+28,200
86
$4.03M 0.27%
62,412
87
$4.01M 0.27%
114,510
+9,200
88
$4.01M 0.27%
65,021
+500
89
$3.94M 0.27%
21,465
-50
90
$3.86M 0.26%
64,352
91
$3.77M 0.25%
8,423
92
$3.64M 0.25%
50,196
-37
93
$3.62M 0.24%
26,619
94
$3.58M 0.24%
95,348
+28,262
95
$3.51M 0.24%
23,073
96
$3.51M 0.24%
29,705
97
$3.48M 0.23%
90,361
-600
98
$3.46M 0.23%
31,415
99
$3.43M 0.23%
57,824
-11,200
100
$3.41M 0.23%
122,000
-9,069
2 3
4
5 6