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
301
$587K 0.03%
38,205
+35,285
302
$586K 0.03%
12,527
+12,024
303
$584K 0.03%
7,712
+7,165
304
$582K 0.03%
10,988
+10,379
305
$579K 0.03%
117,500
+116,841
306
$579K 0.03%
12,080
+11,552
307
$578K 0.03%
3,620
+3,030
308
$577K 0.03%
13,551
+12,942
309
$576K 0.03%
48,800
+48,225
310
$576K 0.03%
22,000
+21,472
311
$568K 0.03%
9,228
+7,461
312
$565K 0.03%
2,002
+1,427
313
$563K 0.03%
11,215
+10,625
314
$561K 0.03%
14,551
+14,019
315
$557K 0.03%
7,473
+6,839
316
$557K 0.03%
1,774
+1,292
317
$556K 0.03%
11,590
+10,967
318
$553K 0.03%
45,230
+44,740
319
$550K 0.03%
4,008
+3,456
320
$548K 0.03%
4,404
+3,935
321
$546K 0.03%
2,814
+2,444
322
$546K 0.03%
3,886
+3,349
323
$545K 0.03%
7,044
+6,621
324
$544K 0.03%
24,446
+24,083
325
$536K 0.03%
2,691
+2,131
11 12
13
14 15