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
551
$260K 0.01%
4,926
552
$260K 0.01%
4,916
-269
553
$259K 0.01%
2,390
-259
554
$258K 0.01%
7,880
-520
555
$258K 0.01%
+2,355
556
$258K 0.01%
12,113
557
$257K 0.01%
3,953
-341
558
$257K 0.01%
4,137
-272
559
$257K 0.01%
3,508
560
$256K 0.01%
571
-380
561
$256K 0.01%
+2,361
562
$256K 0.01%
+3,752
563
$256K 0.01%
1,695
564
$254K 0.01%
11,215
565
$252K 0.01%
+13,443
566
$251K 0.01%
2,175
-129
567
$250K 0.01%
+6,501
568
$249K 0.01%
2,130
-165
569
$248K 0.01%
7,700
570
$248K 0.01%
2,965
-216
571
$248K 0.01%
3,398
-194
572
$247K 0.01%
3,878
-34,800
573
$247K 0.01%
+2,906
574
$246K 0.01%
+7,951
575
$246K 0.01%
552
-46
21 22
23
24 25