SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.47M
3
+$5.17M
4
TSCO icon
Tractor Supply
TSCO
+$4.57M
5
DOC icon
Healthpeak Properties
DOC
+$3.82M

Top Sells

1
+$17.6M
2
+$14.5M
3
+$13.7M
4
GPN icon
Global Payments
GPN
+$13.3M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Sector Composition

1 Technology 37.6%
2 Communication Services 13.13%
3 Consumer Discretionary 12.4%
4 Healthcare 9.18%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$475K 0.02%
14,012
352
$475K 0.02%
6,992
353
$473K 0.02%
889
-43
354
$470K 0.02%
8,864
355
$465K 0.02%
9,699
-326
356
$464K 0.02%
1,953
+8
357
$462K 0.02%
12,731
358
$462K 0.02%
3,685
359
$461K 0.02%
5,288
360
$460K 0.02%
2,308
361
$457K 0.02%
6,033
-305
362
$456K 0.02%
9,153
363
$455K 0.02%
2,860
-2,235
364
$454K 0.02%
8,581
-432
365
$449K 0.02%
9,390
-390
366
$445K 0.02%
3,002
367
$443K 0.02%
5,777
-254
368
$442K 0.02%
8,690
-354
369
$441K 0.02%
6,468
-50,564
370
$441K 0.02%
2,661
371
$440K 0.02%
3,798
372
$438K 0.02%
4,501
373
$436K 0.02%
3,641
374
$434K 0.02%
8,376
375
$431K 0.02%
2,368
-97
13 14
15
16 17