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
451
$331K 0.01%
8,939
452
$329K 0.01%
3,450
453
$329K 0.01%
4,019
-195
454
$328K 0.01%
16,627
455
$327K 0.01%
1,871
456
$326K 0.01%
1,466
457
$326K 0.01%
5,682
458
$325K 0.01%
4,077
459
$324K 0.01%
2,401
+57
460
$323K 0.01%
1,529
-81
461
$322K 0.01%
7,569
-52,925
462
$322K 0.01%
2,527
463
$321K 0.01%
3,400
+400
464
$321K 0.01%
+4,682
465
$319K 0.01%
1,098
466
$318K 0.01%
1,758
-16,599
467
$317K 0.01%
+7,784
468
$312K 0.01%
1,023
-7,355
469
$312K 0.01%
3,470
-131
470
$312K 0.01%
7,397
471
$311K 0.01%
+3,008
472
$311K 0.01%
1,687
+161
473
$311K 0.01%
+7,274
474
$311K 0.01%
6,342
+726
475
$310K 0.01%
2,076
17 18
19
20 21