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
126
$3.62M 0.16%
11,332
127
$3.61M 0.16%
90,541
-2,071
128
$3.6M 0.16%
43,919
129
$3.5M 0.16%
28,482
+427
130
$3.44M 0.15%
6,881
131
$3.42M 0.15%
14,272
-100
132
$3.41M 0.15%
25,857
133
$3.4M 0.15%
868,743
+115,639
134
$3.38M 0.15%
6,328
-140
135
$3.38M 0.15%
19,127
-14,737
136
$3.38M 0.15%
47,468
+30,808
137
$3.34M 0.15%
46,702
-1,500
138
$3.3M 0.15%
+103,208
139
$3.29M 0.15%
24,890
-56,900
140
$3.27M 0.15%
13,356
-446
141
$3.27M 0.15%
12,620
-159
142
$3.27M 0.15%
20,540
-40,587
143
$3.26M 0.15%
94,014
144
$3.17M 0.14%
66,015
-12,447
145
$3.15M 0.14%
9,048
-4,900
146
$3.13M 0.14%
12,077
-10,500
147
$3.09M 0.14%
50,052
+6,914
148
$3.08M 0.14%
20,156
-58,566
149
$3.04M 0.14%
14,624
-90
150
$3.02M 0.14%
54,511
+37,454
4 5
6
7 8