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
401
$395K 0.02%
6,867
-487
402
$394K 0.02%
7,045
-329
403
$391K 0.02%
26,841
-1,571
404
$391K 0.02%
1,335
+321
405
$390K 0.02%
3,663
-158
406
$388K 0.02%
2,556
407
$382K 0.02%
6,757
408
$381K 0.02%
13,750
409
$381K 0.02%
8,273
410
$374K 0.02%
2,900
+356
411
$373K 0.02%
910
-5,500
412
$373K 0.02%
3,548
-175
413
$372K 0.02%
4,825
-385
414
$372K 0.02%
11,663
-44,400
415
$370K 0.02%
4,442
+490
416
$370K 0.02%
5,603
417
$368K 0.02%
28,810
+3,605
418
$368K 0.02%
5,309
419
$367K 0.02%
7,073
420
$366K 0.02%
3,555
421
$365K 0.02%
22,281
422
$364K 0.02%
1,459
423
$364K 0.02%
8,890
+1,018
424
$364K 0.02%
3,720
-170
425
$361K 0.02%
1,419
15 16
17
18 19