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
626
$222K 0.01%
3,620
-15,600
627
$222K 0.01%
+5,154
628
$221K 0.01%
+5,486
629
$219K 0.01%
+1,691
630
$219K 0.01%
+4,878
631
$219K 0.01%
10,001
-722
632
$219K 0.01%
+5,951
633
$218K 0.01%
+5,334
634
$218K 0.01%
+2,859
635
$218K 0.01%
+9,376
636
$218K 0.01%
+1,455
637
$217K 0.01%
+3,014
638
$216K 0.01%
+3,159
639
$216K 0.01%
5,760
640
$216K 0.01%
8,018
-44,008
641
$216K 0.01%
2,044
-715
642
$216K 0.01%
+4,449
643
$215K 0.01%
+5,688
644
$215K 0.01%
+1,921
645
$215K 0.01%
3,832
646
$214K 0.01%
5,201
647
$214K 0.01%
760
648
$214K 0.01%
+5,700
649
$212K 0.01%
+2,547
650
$212K 0.01%
1,153
24 25
26
27 28