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
326
$436K 0.02%
10,299
327
$433K 0.02%
3,199
+29
328
$432K 0.02%
3,331
329
$430K 0.02%
8,687
-192
330
$426K 0.02%
3,503
331
$425K 0.02%
3,306
-90
332
$424K 0.02%
1,743
-75
333
$422K 0.02%
22,074
334
$420K 0.02%
11,500
335
$419K 0.02%
581
-4,189
336
$415K 0.02%
2,089
337
$415K 0.02%
1,651
338
$414K 0.02%
1,443
+39
339
$414K 0.02%
2,970
-76
340
$413K 0.02%
+10,367
341
$413K 0.02%
1,907
342
$412K 0.02%
9,686
343
$412K 0.02%
6,770
344
$411K 0.02%
6,331
345
$411K 0.02%
9,304
346
$409K 0.02%
886
-36
347
$409K 0.02%
1,785
348
$407K 0.02%
1,780
+275
349
$405K 0.02%
754
350
$404K 0.02%
2,759
12 13
14
15 16