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
$2.39B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$149M
3
+$78.1M
4
NVDA icon
NVIDIA
NVDA
+$59.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$46.9M

Top Sells

1
+$6.8M
2
+$4.2M
3
+$3.04M
4
EQIX icon
Equinix
EQIX
+$3.02M
5
BA icon
Boeing
BA
+$2.58M

Sector Composition

1 Technology 35.94%
2 Consumer Discretionary 12.16%
3 Communication Services 11.21%
4 Healthcare 10.03%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.05%
+9,081
227
$1.16M 0.05%
3,270
+200
228
$1.14M 0.05%
14,139
229
$1.12M 0.05%
72,203
+175
230
$1.12M 0.05%
4,527
+1,527
231
$1.11M 0.05%
63,885
+15,737
232
$1.08M 0.04%
8,208
-51,892
233
$1.04M 0.04%
13,680
234
$1.03M 0.04%
13,450
235
$1.03M 0.04%
10,600
+814
236
$1.03M 0.04%
+19,539
237
$1.01M 0.04%
120,200
+1,000
238
$1.01M 0.04%
38,840
239
$932K 0.04%
+54,315
240
$922K 0.04%
16,824
-776
241
$911K 0.04%
6,756
+3,846
242
$910K 0.04%
5,520
+3,720
243
$880K 0.04%
15,732
+5,332
244
$875K 0.04%
3,441
+2,500
245
$866K 0.04%
27,310
246
$854K 0.04%
16,781
-450
247
$831K 0.03%
+7,955
248
$820K 0.03%
65,099
+11,099
249
$813K 0.03%
8,606
+5,603
250
$796K 0.03%
15,323
-25,339
8 9
10
11 12