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
201
$1.24M 0.08%
30,020
202
$1.22M 0.08%
58,300
+8,300
203
$1.2M 0.08%
8,049
204
$1.2M 0.08%
6,302
205
$1.18M 0.08%
100,410
206
$1.16M 0.08%
24,624
207
$1.15M 0.08%
6,556
+57
208
$1.15M 0.08%
22,665
+9,600
209
$1.15M 0.08%
+31,339
210
$1.15M 0.08%
46,000
+4,000
211
$1.14M 0.08%
12,217
212
$1.13M 0.08%
33,886
-136,700
213
$1.13M 0.08%
11,838
-6,288
214
$1.12M 0.08%
14,558
-335
215
$1.11M 0.07%
30,923
+3,799
216
$1.11M 0.07%
45,500
+1,900
217
$1.11M 0.07%
19,406
218
$1.1M 0.07%
4,866
-25
219
$1.07M 0.07%
6,910
220
$1.07M 0.07%
26,048
-1,700
221
$1.07M 0.07%
200,000
-1,600
222
$1.06M 0.07%
12,698
223
$1.05M 0.07%
19,449
-17
224
$1.05M 0.07%
23,601
-506
225
$1.04M 0.07%
30,914
-87,200
7 8
9
10 11