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
$1.71B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$68.1M
3
+$57.3M
4
MSFT icon
Microsoft
MSFT
+$46.1M
5
META icon
Meta Platforms (Facebook)
META
+$40.9M

Top Sells

1
+$46.9M
2
+$6.89M
3
+$4.71M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.65M
5
NVR icon
NVR
NVR
+$1.51M

Sector Composition

1 Technology 24.65%
2 Financials 16.39%
3 Communication Services 11.86%
4 Consumer Discretionary 11.46%
5 Healthcare 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.08M 0.06%
46,000
+44,923
227
$1.06M 0.06%
15,867
+15,366
228
$1.04M 0.06%
22,000
+21,382
229
$1.03M 0.06%
13,143
+11,796
230
$1.03M 0.06%
21,692
+20,291
231
$1.02M 0.06%
14,583
+13,706
232
$993K 0.06%
+27,636
233
$986K 0.06%
18,783
+18,401
234
$982K 0.06%
6,414
+5,385
235
$948K 0.05%
28,956
+28,072
236
$942K 0.05%
7,090
+6,671
237
$933K 0.05%
10,207
+9,173
238
$927K 0.05%
27,113
+25,740
239
$926K 0.05%
17,700
+17,523
240
$919K 0.05%
48,254
+46,878
241
$911K 0.05%
60,929
+59,936
242
$909K 0.05%
15,691
+14,903
243
$902K 0.05%
2,481
+1,736
244
$899K 0.05%
3,062
+2,224
245
$885K 0.05%
5,142
+4,322
246
$882K 0.05%
73,000
+72,097
247
$850K 0.05%
11,571
+10,787
248
$849K 0.05%
8,654
+7,343
249
$847K 0.05%
5,692
+4,963
250
$830K 0.05%
47,110
+46,412
8 9
10
11 12