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
701
$227K 0.01%
3,492
702
$227K 0.01%
7,939
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703
$227K 0.01%
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704
$227K 0.01%
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$225K 0.01%
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707
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$225K 0.01%
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709
$224K 0.01%
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710
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711
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712
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716
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717
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718
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722
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723
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721
724
$217K 0.01%
14,560
725
$216K 0.01%
+5,484
27 28
29
30 31