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
176
$1.56M 0.11%
10,817
177
$1.55M 0.1%
84,195
-43,231
178
$1.55M 0.1%
13,962
-123
179
$1.54M 0.1%
71,169
+25,000
180
$1.54M 0.1%
45,537
181
$1.52M 0.1%
53,328
182
$1.52M 0.1%
101,000
+4,000
183
$1.51M 0.1%
78,575
-112
184
$1.5M 0.1%
11,540
185
$1.48M 0.1%
20,823
-10
186
$1.45M 0.1%
12,676
187
$1.43M 0.1%
43,868
188
$1.42M 0.1%
22,330
189
$1.41M 0.09%
20,465
190
$1.4M 0.09%
30,602
-2,800
191
$1.4M 0.09%
7,156
192
$1.4M 0.09%
16,650
+1,871
193
$1.34M 0.09%
49,959
-5,468
194
$1.34M 0.09%
27,390
195
$1.3M 0.09%
12,293
196
$1.27M 0.09%
30,600
-4,779
197
$1.26M 0.08%
22,398
-100
198
$1.25M 0.08%
+11,137
199
$1.25M 0.08%
30,853
200
$1.24M 0.08%
34,260
6 7
8
9 10