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
351
$404K 0.02%
6,375
+75
352
$403K 0.02%
13,725
+75
353
$403K 0.02%
2,189
-73
354
$400K 0.02%
7,216
355
$400K 0.02%
8,644
356
$399K 0.02%
6,112
-215
357
$399K 0.02%
3,156
358
$397K 0.02%
2,190
359
$396K 0.02%
5,024
-134
360
$394K 0.02%
1,815
-67
361
$393K 0.02%
2,418
362
$392K 0.02%
3,313
363
$392K 0.02%
7,455
-211
364
$391K 0.02%
6,311
-203
365
$389K 0.02%
2,387
+68
366
$387K 0.02%
798
367
$387K 0.02%
+4,203
368
$386K 0.02%
10,251
369
$383K 0.02%
3,458
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370
$382K 0.02%
6,508
371
$380K 0.02%
+10,280
372
$379K 0.02%
6,892
-228
373
$373K 0.02%
19,314
374
$373K 0.02%
10,721
375
$372K 0.02%
3,446
+23
13 14
15
16 17