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
301
$495K 0.02%
2,930
302
$489K 0.02%
27,478
303
$486K 0.02%
3,139
-72
304
$484K 0.02%
3,414
+500
305
$477K 0.02%
7,900
306
$471K 0.02%
+209,800
307
$468K 0.02%
+18,124
308
$468K 0.02%
3,323
-81
309
$466K 0.02%
25,413
310
$465K 0.02%
8,227
311
$458K 0.02%
3,129
312
$457K 0.02%
2,474
313
$456K 0.02%
+5,158
314
$454K 0.02%
4,742
315
$454K 0.02%
8,355
+4,500
316
$453K 0.02%
4,538
+78
317
$449K 0.02%
21,756
+3,872
318
$448K 0.02%
2,238
319
$448K 0.02%
5,097
+930
320
$445K 0.02%
1,799
321
$445K 0.02%
2,642
322
$445K 0.02%
3,349
-82
323
$443K 0.02%
16,000
324
$438K 0.02%
3,819
+122
325
$436K 0.02%
2,279
11 12
13
14 15