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
276
$894K 0.03%
8,833
-100
277
$883K 0.03%
6,349
278
$874K 0.03%
52,498
-32,502
279
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280
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281
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282
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283
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284
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285
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286
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287
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288
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289
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290
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25,200
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291
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292
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293
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294
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295
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296
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297
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13,251
298
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1,243
299
$690K 0.03%
8,589
300
$685K 0.03%
8,011
-372
10 11
12
13 14