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
201
$2.77M 0.1%
88,140
+3,608
202
$2.76M 0.1%
7,605
-300
203
$2.67M 0.1%
19,700
204
$2.59M 0.1%
8,148
+384
205
$2.58M 0.1%
6,206
-6,700
206
$2.53M 0.09%
29,782
-66
207
$2.49M 0.09%
99,924
-7,463
208
$2.47M 0.09%
21,068
+895
209
$2.41M 0.09%
34,377
-36
210
$2.4M 0.09%
9,564
+8,000
211
$2.39M 0.09%
15,779
212
$2.39M 0.09%
52,645
+9,600
213
$2.32M 0.09%
26,856
+105
214
$2.29M 0.08%
7,177
-1,800
215
$2.29M 0.08%
15,903
+734
216
$2.28M 0.08%
34,486
217
$2.21M 0.08%
44,604
-300
218
$2.2M 0.08%
8,089
+200
219
$2.2M 0.08%
9,074
220
$2.2M 0.08%
9,877
221
$2.13M 0.08%
+13,651
222
$2.11M 0.08%
19,000
223
$2.07M 0.08%
13,949
-100
224
$2.06M 0.08%
15,443
+906
225
$2.04M 0.08%
26,834
7 8
9
10 11