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
601
$269K 0.01%
+4,510
602
$269K 0.01%
1,181
603
$269K 0.01%
14,674
-1,534
604
$268K 0.01%
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605
$268K 0.01%
1,124
606
$268K 0.01%
5,819
607
$267K 0.01%
1,931
608
$267K 0.01%
1,606
609
$267K 0.01%
530
610
$266K 0.01%
6,299
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611
$266K 0.01%
5,299
612
$266K 0.01%
16,067
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613
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614
$265K 0.01%
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615
$265K 0.01%
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616
$265K 0.01%
4,580
617
$265K 0.01%
8,248
618
$264K 0.01%
4,444
619
$264K 0.01%
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620
$263K 0.01%
6,514
621
$263K 0.01%
2,858
622
$262K 0.01%
11,717
623
$262K 0.01%
+1,490
624
$261K 0.01%
1,756
-196
625
$260K 0.01%
4,450
23 24
25
26 27