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
551
$296K 0.01%
7,601
+568
552
$295K 0.01%
1,750
553
$294K 0.01%
+4,363
554
$293K 0.01%
4,450
555
$292K 0.01%
6,211
556
$291K 0.01%
5,370
557
$291K 0.01%
7,149
558
$291K 0.01%
3,580
+117
559
$291K 0.01%
9,058
560
$290K 0.01%
7,274
561
$290K 0.01%
2,454
562
$289K 0.01%
1,583
563
$288K 0.01%
4,629
-418
564
$288K 0.01%
11,689
565
$288K 0.01%
2,992
566
$287K 0.01%
1,548
567
$286K 0.01%
7,592
568
$286K 0.01%
7,603
569
$286K 0.01%
2,091
570
$285K 0.01%
2,219
571
$285K 0.01%
1,139
572
$284K 0.01%
139
573
$284K 0.01%
5,017
574
$283K 0.01%
4,931
-59,200
575
$283K 0.01%
1,892
21 22
23
24 25