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
476
$344K 0.01%
5,397
-239
477
$344K 0.01%
10,956
478
$343K 0.01%
4,563
479
$342K 0.01%
4,925
480
$342K 0.01%
5,682
481
$341K 0.01%
5,427
482
$341K 0.01%
7,425
-100
483
$341K 0.01%
10,833
484
$340K 0.01%
1,395
485
$338K 0.01%
1,519
486
$332K 0.01%
4,107
487
$332K 0.01%
4,832
488
$330K 0.01%
8,287
489
$330K 0.01%
2,090
490
$329K 0.01%
2,776
+500
491
$327K 0.01%
2,803
492
$327K 0.01%
1,318
493
$326K 0.01%
3,937
494
$326K 0.01%
5,211
495
$326K 0.01%
3,878
496
$325K 0.01%
2,166
497
$325K 0.01%
1,304
498
$324K 0.01%
3,000
499
$323K 0.01%
4,932
500
$323K 0.01%
8,004
18 19
20
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