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
276
$675K 0.04%
12,396
+11,749
277
$673K 0.04%
22,957
+21,013
278
$669K 0.04%
2,434
+1,769
279
$664K 0.04%
7,392
+6,711
280
$661K 0.04%
4,238
+3,636
281
$657K 0.04%
13,212
+11,238
282
$642K 0.04%
13,650
+10,840
283
$642K 0.04%
12,134
+11,419
284
$639K 0.04%
4,904
+4,303
285
$638K 0.04%
7,303
+6,643
286
$630K 0.04%
+11,795
287
$630K 0.04%
5,033
+4,455
288
$628K 0.04%
9,472
+8,870
289
$627K 0.04%
38,640
+32,800
290
$619K 0.04%
10,131
+9,513
291
$616K 0.04%
7,165
+6,332
292
$610K 0.04%
10,576
+10,021
293
$606K 0.03%
4,237
+3,611
294
$603K 0.03%
10,916
+10,249
295
$603K 0.03%
2,900
+2,343
296
$597K 0.03%
13,915
+13,324
297
$597K 0.03%
9,548
+9,097
298
$594K 0.03%
9,511
+9,153
299
$593K 0.03%
70,000
+67,690
300
$587K 0.03%
3,985
+3,427
10 11
12
13 14