SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
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 11.99%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.95M 0.13%
11,909
+503
152
$1.95M 0.13%
27,304
153
$1.92M 0.13%
34,856
154
$1.92M 0.13%
305,175
+124,581
155
$1.89M 0.13%
23,427
156
$1.82M 0.12%
34,605
157
$1.81M 0.12%
52,733
-424
158
$1.81M 0.12%
34,260
-22,845
159
$1.78M 0.12%
39,630
+400
160
$1.76M 0.12%
48,096
161
$1.75M 0.12%
122,220
162
$1.75M 0.12%
11,784
-2,800
163
$1.75M 0.12%
25,488
-3,000
164
$1.74M 0.12%
72,000
165
$1.72M 0.12%
14,863
166
$1.7M 0.11%
68,692
-11,568
167
$1.7M 0.11%
65,738
168
$1.68M 0.11%
19,391
+685
169
$1.66M 0.11%
31,977
+1,009
170
$1.65M 0.11%
31,142
+941
171
$1.63M 0.11%
97,000
172
$1.59M 0.11%
48,627
173
$1.59M 0.11%
+9,211
174
$1.59M 0.11%
34,626
-6,000
175
$1.57M 0.11%
22,328
5 6
7
8 9