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
326
$617K 0.02%
9,147
327
$611K 0.02%
3,457
328
$608K 0.02%
7,574
329
$603K 0.02%
3,119
330
$601K 0.02%
9,390
331
$587K 0.02%
9,687
332
$587K 0.02%
+6,703
333
$587K 0.02%
865
334
$587K 0.02%
3,555
335
$584K 0.02%
875
-33
336
$579K 0.02%
8,410
+3,100
337
$577K 0.02%
4,828
338
$575K 0.02%
12,576
339
$573K 0.02%
7,991
340
$571K 0.02%
3,064
341
$569K 0.02%
5,817
-216
342
$566K 0.02%
2,958
343
$566K 0.02%
2,967
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344
$565K 0.02%
+12,714
345
$564K 0.02%
7,857
-5,000
346
$560K 0.02%
9,261
-10,025
347
$559K 0.02%
292
348
$559K 0.02%
2,359
349
$558K 0.02%
2,860
350
$556K 0.02%
3,129
+203
12 13
14
15 16