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
526
$274K 0.01%
1,786
-73
527
$274K 0.01%
+3,739
528
$272K 0.01%
5,265
-221
529
$272K 0.01%
+11,070
530
$272K 0.01%
2,248
-9,000
531
$272K 0.01%
1,940
532
$271K 0.01%
25,000
533
$270K 0.01%
2,322
-165
534
$270K 0.01%
1,427
-8,093
535
$270K 0.01%
2,858
536
$269K 0.01%
+11,689
537
$268K 0.01%
+5,336
538
$268K 0.01%
3,261
-221
539
$268K 0.01%
9,908
540
$266K 0.01%
+6,606
541
$266K 0.01%
21,463
542
$266K 0.01%
+8,228
543
$265K 0.01%
3,680
-311
544
$264K 0.01%
3,430
-276
545
$262K 0.01%
2,809
546
$261K 0.01%
3,186
547
$261K 0.01%
3,511
-200
548
$261K 0.01%
+4,360
549
$261K 0.01%
1,225
-500
550
$260K 0.01%
+9,980
20 21
22
23 24