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
601
$233K 0.01%
+5,491
602
$233K 0.01%
+1,947
603
$233K 0.01%
7,860
604
$231K 0.01%
+1,078
605
$230K 0.01%
1,014
-15,841
606
$230K 0.01%
6,396
-994
607
$230K 0.01%
4,418
-390
608
$230K 0.01%
15,351
-1,108
609
$230K 0.01%
23,601
610
$229K 0.01%
3,443
611
$229K 0.01%
+2,714
612
$229K 0.01%
8,188
613
$228K 0.01%
+3,263
614
$228K 0.01%
2,044
-148
615
$228K 0.01%
+5,708
616
$228K 0.01%
4,112
-285
617
$228K 0.01%
1,161
618
$226K 0.01%
13,160
-1,264
619
$226K 0.01%
14,940
620
$225K 0.01%
6,349
621
$225K 0.01%
2,627
-163
622
$225K 0.01%
+1,845
623
$225K 0.01%
2,507
-325
624
$224K 0.01%
15,433
625
$223K 0.01%
3,580
-123
23 24
25
26 27