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
676
$234K 0.01%
5,111
677
$234K 0.01%
6,727
+1,070
678
$233K 0.01%
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679
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680
$233K 0.01%
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681
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682
$233K 0.01%
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683
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684
$232K 0.01%
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685
$231K 0.01%
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686
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687
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688
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689
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690
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$230K 0.01%
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692
$230K 0.01%
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693
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$229K 0.01%
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$228K 0.01%
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699
$228K 0.01%
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700
$228K 0.01%
2,643
-83
26 27
28
29 30