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
651
$212K 0.01%
+342
652
$212K 0.01%
5,037
-25,408
653
$211K 0.01%
2,268
-14,800
654
$211K 0.01%
+6,752
655
$210K 0.01%
+2,792
656
$210K 0.01%
+1,889
657
$210K 0.01%
2,692
-45,700
658
$210K 0.01%
+989
659
$210K 0.01%
+3,438
660
$209K 0.01%
+5,185
661
$209K 0.01%
+16,627
662
$209K 0.01%
11,500
663
$209K 0.01%
+1,193
664
$208K 0.01%
+6,616
665
$208K 0.01%
11,997
+37
666
$207K 0.01%
+4,822
667
$206K 0.01%
5,208
-2,302
668
$206K 0.01%
+1,378
669
$205K 0.01%
1,146
-10,538
670
$205K 0.01%
1,569
671
$205K 0.01%
+5,707
672
$204K 0.01%
+4,098
673
$204K 0.01%
4,938
674
$204K 0.01%
11,481
675
$203K 0.01%
+4,050
25 26
27
28 29