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
351
$470K 0.03%
2,983
+2,461
352
$470K 0.03%
15,574
+14,983
353
$470K 0.03%
8,400
+7,887
354
$469K 0.03%
5,070
+4,616
355
$469K 0.03%
6,893
+6,086
356
$468K 0.03%
200,000
+199,596
357
$468K 0.03%
+39,556
358
$467K 0.03%
17,321
+16,889
359
$466K 0.03%
5,778
+5,210
360
$464K 0.03%
3,272
+2,772
361
$464K 0.03%
5,819
+5,382
362
$463K 0.03%
6,102
+5,838
363
$461K 0.03%
2,337
+1,924
364
$460K 0.03%
9,835
+9,345
365
$460K 0.03%
2,019
+1,594
366
$459K 0.03%
7,027
+6,595
367
$459K 0.03%
3,795
+3,309
368
$456K 0.03%
3,306
+2,882
369
$456K 0.03%
4,445
+4,019
370
$454K 0.03%
3,783
+3,295
371
$453K 0.03%
3,937
+3,678
372
$449K 0.03%
25,745
+25,268
373
$448K 0.03%
24,340
+23,897
374
$448K 0.03%
6,507
+6,053
375
$441K 0.03%
8,677
+8,217
13 14
15
16 17