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
326
$534K 0.03%
2,173
+1,687
327
$534K 0.03%
10,248
+8,144
328
$534K 0.03%
2,470
+1,965
329
$533K 0.03%
14,503
+13,950
330
$528K 0.03%
15,751
+15,268
331
$527K 0.03%
11,926
+11,236
332
$518K 0.03%
5,059
+4,572
333
$510K 0.03%
2,672
+2,181
334
$510K 0.03%
26,000
+25,318
335
$508K 0.03%
12,455
+11,918
336
$508K 0.03%
+28,431
337
$507K 0.03%
6,874
+6,352
338
$507K 0.03%
3,589
+3,113
339
$506K 0.03%
36,385
+36,008
340
$505K 0.03%
9,318
+8,940
341
$504K 0.03%
2,830
+2,424
342
$502K 0.03%
24,469
+23,169
343
$500K 0.03%
2,434
+2,008
344
$500K 0.03%
12,086
+11,628
345
$495K 0.03%
11,526
+11,080
346
$491K 0.03%
13,789
+13,312
347
$491K 0.03%
8,759
+8,276
348
$482K 0.03%
7,200
+6,667
349
$477K 0.03%
30,176
+29,575
350
$475K 0.03%
4,543
+4,062
12 13
14
15 16