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
501
$287K 0.01%
6,613
502
$287K 0.01%
+2,090
503
$286K 0.01%
8,551
504
$286K 0.01%
7,915
505
$286K 0.01%
+7,782
506
$286K 0.01%
2,286
-1,520
507
$285K 0.01%
18,688
508
$285K 0.01%
1,426
-50
509
$285K 0.01%
3,236
510
$284K 0.01%
4,536
-377
511
$282K 0.01%
2,936
512
$282K 0.01%
+7,161
513
$281K 0.01%
2,291
-175
514
$280K 0.01%
9,604
515
$280K 0.01%
7,802
516
$279K 0.01%
3,523
-473
517
$279K 0.01%
2,369
-75,295
518
$279K 0.01%
+4,336
519
$278K 0.01%
3,467
520
$278K 0.01%
6,431
-9,700
521
$277K 0.01%
8,514
-862
522
$276K 0.01%
1,543
-600
523
$275K 0.01%
+2,703
524
$274K 0.01%
7,361
525
$274K 0.01%
4,207
-278
19 20
21
22 23