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
126
$2.57M 0.17%
92,958
127
$2.52M 0.17%
17,987
128
$2.49M 0.17%
12,830
129
$2.48M 0.17%
19,924
-5,900
130
$2.48M 0.17%
23,540
+890
131
$2.45M 0.17%
17,535
-19
132
$2.42M 0.16%
18,268
133
$2.4M 0.16%
57,027
-75,100
134
$2.39M 0.16%
37,114
-9,072
135
$2.39M 0.16%
90,731
136
$2.36M 0.16%
65,337
-157
137
$2.19M 0.15%
84,192
-6,957
138
$2.19M 0.15%
22,203
-100
139
$2.18M 0.15%
33,764
140
$2.16M 0.15%
44,820
-150
141
$2.08M 0.14%
21,793
-21,400
142
$2.08M 0.14%
33,774
143
$2.07M 0.14%
32,445
-400
144
$2.03M 0.14%
18,121
145
$2.02M 0.14%
30,888
146
$2.02M 0.14%
17,265
147
$2.01M 0.14%
42,274
148
$2M 0.14%
27,458
149
$1.99M 0.13%
16,710
150
$1.96M 0.13%
25,532
+21,500
4 5
6
7 8