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
$2.69B
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
101
$5.94M 0.22%
77,682
102
$5.77M 0.21%
72,039
-198
103
$5.7M 0.21%
410,000
+32,000
104
$5.64M 0.21%
4,738
-100
105
$5.63M 0.21%
67,240
106
$5.59M 0.21%
285,000
107
$5.54M 0.2%
32,276
+2,492
108
$5.49M 0.2%
60,834
+50,000
109
$5.49M 0.2%
121,028
110
$5.29M 0.2%
63,451
111
$5.28M 0.19%
21,001
+4,000
112
$5.28M 0.19%
50,838
113
$5.26M 0.19%
73,376
+2,645
114
$5.22M 0.19%
29,705
115
$5.2M 0.19%
234,724
+30,900
116
$5.19M 0.19%
14,172
+451
117
$5.1M 0.19%
70,312
+15,890
118
$5.04M 0.19%
17,762
-100
119
$4.98M 0.18%
278,996
+165,670
120
$4.96M 0.18%
68,300
121
$4.93M 0.18%
55,017
+8,295
122
$4.92M 0.18%
54,921
+14,800
123
$4.91M 0.18%
80,054
-2,200
124
$4.87M 0.18%
106,740
-1,500
125
$4.81M 0.18%
101,022
-40,611