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
476
$309K 0.01%
2,238
477
$309K 0.01%
5,203
-342
478
$308K 0.01%
+4,400
479
$308K 0.01%
30,704
-223,540
480
$307K 0.01%
3,516
-201
481
$307K 0.01%
711
482
$304K 0.01%
5,162
483
$302K 0.01%
6,872
484
$301K 0.01%
+6,413
485
$299K 0.01%
7,159
486
$299K 0.01%
2,232
-177
487
$299K 0.01%
3,216
488
$297K 0.01%
12,617
-898
489
$297K 0.01%
3,835
-249
490
$297K 0.01%
3,801
491
$295K 0.01%
1,794
-13,500
492
$295K 0.01%
3,844
493
$292K 0.01%
3,243
-192
494
$290K 0.01%
5,744
-435
495
$289K 0.01%
2,143
-156
496
$289K 0.01%
9,143
+66
497
$288K 0.01%
4,129
498
$288K 0.01%
5,310
499
$287K 0.01%
17,354
-8,345
500
$287K 0.01%
3,138
-18,300
18 19
20
21 22