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
401
$420K 0.02%
4,956
402
$418K 0.02%
9,304
403
$417K 0.02%
2,090
+225
404
$416K 0.02%
8,546
405
$416K 0.02%
1,871
406
$415K 0.02%
8,145
407
$414K 0.02%
8,056
408
$413K 0.02%
7,372
409
$411K 0.02%
18,495
410
$411K 0.02%
+21,932
411
$410K 0.02%
3,285
412
$409K 0.02%
5,822
413
$408K 0.02%
7,461
414
$407K 0.02%
3,674
415
$407K 0.02%
5,527
-2,008
416
$406K 0.02%
15,740
417
$406K 0.02%
20,707
418
$402K 0.01%
16,488
-3,594
419
$401K 0.01%
8,796
420
$401K 0.01%
11,082
421
$400K 0.01%
2,397
-16,000
422
$400K 0.01%
7,654
423
$400K 0.01%
2,526
424
$399K 0.01%
13,142
-1,805
425
$398K 0.01%
9,154
15 16
17
18 19