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
376
$449K 0.02%
9,035
-59,200
377
$445K 0.02%
2,190
378
$444K 0.02%
8,796
379
$444K 0.02%
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380
$443K 0.02%
3,202
381
$443K 0.02%
7,321
-959
382
$443K 0.02%
3,381
+1,300
383
$441K 0.02%
7,228
384
$441K 0.02%
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385
$441K 0.02%
8,250
386
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2,445
387
$435K 0.02%
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388
$434K 0.02%
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389
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3,147
390
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10,609
391
$430K 0.02%
962
392
$430K 0.02%
2,089
393
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394
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395
$425K 0.02%
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396
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6,844
397
$423K 0.02%
6,847
-2
398
$422K 0.02%
13,419
-754
399
$422K 0.02%
833
400
$421K 0.02%
3,587
14 15
16
17 18