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
$2.64B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.66M
3
+$6.25M
4
PSA icon
Public Storage
PSA
+$4.33M
5
PLTR icon
Palantir
PLTR
+$4.07M

Top Sells

1
+$128M
2
+$45.6M
3
+$22.8M
4
QCOM icon
Qualcomm
QCOM
+$20.6M
5
K icon
Kellanova
K
+$19.7M

Sector Composition

1 Technology 36.6%
2 Communication Services 12.56%
3 Consumer Discretionary 11.05%
4 Healthcare 10.29%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$939K 0.04%
10,847
277
$923K 0.03%
19,539
-19,539
278
$914K 0.03%
4,710
279
$903K 0.03%
18,584
280
$888K 0.03%
13,243
281
$888K 0.03%
6,312
-6,312
282
$882K 0.03%
1,008
283
$877K 0.03%
8,173
284
$871K 0.03%
27,500
285
$854K 0.03%
5,713
-4,769
286
$844K 0.03%
3,099
-3,099
287
$837K 0.03%
140,000
-240,000
288
$834K 0.03%
9,788
+4,500
289
$823K 0.03%
1,637
290
$814K 0.03%
3,215
-97
291
$812K 0.03%
9,665
292
$808K 0.03%
20,000
293
$805K 0.03%
16,643
+1,732
294
$795K 0.03%
40,561
-3,700
295
$792K 0.03%
9,690
296
$790K 0.03%
4,228
-4,228
297
$790K 0.03%
3,214
+223
298
$779K 0.03%
+8,000
299
$758K 0.03%
14,156
-472
300
$757K 0.03%
8,540
-8,540
10 11
12
13 14