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
351
$494K 0.02%
5,435
352
$491K 0.02%
2,051
-156
353
$491K 0.02%
3,477
354
$491K 0.02%
5,708
355
$487K 0.02%
7,062
356
$487K 0.02%
3,129
357
$485K 0.02%
5,674
358
$478K 0.02%
3,276
359
$476K 0.02%
3,457
360
$475K 0.02%
2,900
361
$473K 0.02%
14,325
362
$472K 0.02%
2,492
363
$470K 0.02%
2,967
364
$470K 0.02%
5,016
365
$467K 0.02%
7,569
366
$467K 0.02%
1,812
367
$466K 0.02%
1,432
368
$466K 0.02%
3,955
369
$466K 0.02%
3,360
370
$464K 0.02%
11,500
371
$458K 0.02%
63,936
+25,164
372
$454K 0.02%
3,810
373
$452K 0.02%
2,981
374
$450K 0.02%
8,273
375
$450K 0.02%
1,500
13 14
15
16 17