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
251
$785K 0.03%
51,103
+8,203
252
$765K 0.03%
2,978
253
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2,676
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254
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255
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9,519
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256
$717K 0.03%
25,614
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257
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258
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259
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260
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261
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262
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263
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264
$679K 0.03%
1,476
-46
265
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266
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14,800
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267
$672K 0.03%
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268
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4,015
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269
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7,469
270
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271
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2,692
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272
$618K 0.03%
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-194
273
$609K 0.03%
3,553
+1,024
274
$604K 0.03%
8,058
-90
275
$595K 0.02%
2,634
-14
9 10
11
12 13