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
251
$826K 0.05%
6,338
+5,592
252
$822K 0.05%
2,556
+1,886
253
$809K 0.05%
45,733
+44,801
254
$798K 0.05%
31,868
+31,355
255
$792K 0.05%
+9,916
256
$788K 0.05%
21,986
+20,398
257
$775K 0.04%
2,784
+2,033
258
$775K 0.04%
230
-448
259
$772K 0.04%
31,339
+30,470
260
$770K 0.04%
17,064
+16,345
261
$762K 0.04%
32,215
+31,482
262
$761K 0.04%
7,625
+6,909
263
$749K 0.04%
34,209
+33,418
264
$748K 0.04%
52,578
+51,627
265
$739K 0.04%
+2,580
266
$736K 0.04%
3,599
+2,568
267
$736K 0.04%
1,081
+385
268
$708K 0.04%
5,587
+4,967
269
$707K 0.04%
29,675
+29,445
270
$703K 0.04%
8,806
+8,046
271
$699K 0.04%
4,216
+3,542
272
$698K 0.04%
12,406
+11,783
273
$686K 0.04%
1,361
+947
274
$686K 0.04%
2,505
+1,911
275
$685K 0.04%
6,565
+5,899
9 10
11
12 13