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
451
$371K 0.01%
4,033
452
$369K 0.01%
12,664
453
$368K 0.01%
6,947
+529
454
$368K 0.01%
8,025
455
$367K 0.01%
2,314
-182
456
$367K 0.01%
25,000
457
$366K 0.01%
+2,810
458
$366K 0.01%
3,637
459
$365K 0.01%
+13,809
460
$364K 0.01%
12,450
461
$361K 0.01%
829
462
$360K 0.01%
43,924
-53,076
463
$360K 0.01%
2,735
464
$358K 0.01%
2,762
465
$357K 0.01%
3,308
466
$356K 0.01%
1,054
467
$355K 0.01%
1,300
468
$354K 0.01%
3,400
469
$353K 0.01%
4,051
470
$351K 0.01%
10,104
+4,248
471
$351K 0.01%
1,404
472
$347K 0.01%
3,473
473
$347K 0.01%
+6,114
474
$346K 0.01%
6,656
475
$345K 0.01%
5,362
17 18
19
20 21