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
426
$394K 0.01%
5,436
427
$394K 0.01%
3,603
428
$392K 0.01%
+5,909
429
$391K 0.01%
2,684
430
$391K 0.01%
1,785
431
$390K 0.01%
15,070
432
$389K 0.01%
1,962
433
$389K 0.01%
2,263
434
$389K 0.01%
+3,408
435
$388K 0.01%
1,677
436
$388K 0.01%
3,340
-6,848
437
$388K 0.01%
5,004
438
$384K 0.01%
262
439
$381K 0.01%
1,820
440
$380K 0.01%
7,761
441
$380K 0.01%
8,792
442
$379K 0.01%
16,697
443
$378K 0.01%
2,269
444
$378K 0.01%
5,825
445
$377K 0.01%
5,553
446
$376K 0.01%
1,248
447
$375K 0.01%
6,628
448
$373K 0.01%
5,224
449
$372K 0.01%
5,123
-1,146
450
$371K 0.01%
3,798
-224
16 17
18
19 20