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
326
$575K 0.02%
2,214
327
$565K 0.02%
5,759
-107,000
328
$561K 0.02%
2,131
-373
329
$557K 0.02%
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-286
330
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+10,000
331
$546K 0.02%
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332
$542K 0.02%
2,279
333
$537K 0.02%
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334
$536K 0.02%
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335
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336
$535K 0.02%
9,529
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337
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338
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339
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340
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341
$523K 0.02%
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342
$518K 0.02%
13,728
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343
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344
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345
$513K 0.02%
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346
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3,503
347
$500K 0.02%
5,465
348
$498K 0.02%
7,361
349
$497K 0.02%
8,202
350
$496K 0.02%
16,336
12 13
14
15 16