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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$6.66M
3
+$6.1M
4
MCK icon
McKesson
MCK
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.9M

Top Sells

1
+$14.2M
2
+$10.5M
3
+$8.84M
4
MOS icon
The Mosaic Company
MOS
+$4.48M
5
META icon
Meta Platforms (Facebook)
META
+$3.74M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.93M 0.07%
12,776
-500
227
$1.9M 0.07%
21,216
-6,867
228
$1.89M 0.07%
+33,673
229
$1.85M 0.07%
34,666
230
$1.85M 0.07%
109,368
231
$1.84M 0.07%
21,372
-105
232
$1.83M 0.07%
17,109
+1,026
233
$1.81M 0.07%
7,325
234
$1.8M 0.07%
151,000
235
$1.79M 0.07%
58,914
+18,000
236
$1.72M 0.06%
2,903
237
$1.67M 0.06%
182,000
238
$1.57M 0.06%
24,113
239
$1.56M 0.06%
78,000
240
$1.54M 0.06%
38,481
+2,778
241
$1.43M 0.05%
53,000
+5,000
242
$1.41M 0.05%
29,915
243
$1.4M 0.05%
103,184
244
$1.36M 0.05%
5,225
+339
245
$1.36M 0.05%
4,024
246
$1.31M 0.05%
11,900
-5,000
247
$1.3M 0.05%
25,569
248
$1.26M 0.05%
12,548
+5,000
249
$1.23M 0.05%
11,043
250
$1.22M 0.05%
224,205
+1,576
8 9
10
11 12