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
376
$439K 0.03%
2,951
+2,543
377
$439K 0.03%
2,524
+2,018
378
$438K 0.03%
2,617
+2,234
379
$437K 0.03%
5,249
+4,826
380
$436K 0.03%
18,156
+17,481
381
$435K 0.03%
3,095
+2,601
382
$435K 0.03%
3,390
+2,988
383
$434K 0.03%
4,662
+4,286
384
$434K 0.03%
3,838
+3,474
385
$433K 0.02%
10,862
+10,423
386
$433K 0.02%
8,582
+8,080
387
$433K 0.02%
17,588
+17,202
388
$432K 0.02%
43,900
+43,457
389
$431K 0.02%
4,551
+4,086
390
$429K 0.02%
9,297
+8,830
391
$428K 0.02%
+10,400
392
$428K 0.02%
+21,419
393
$428K 0.02%
50,463
+49,926
394
$427K 0.02%
1,366
+929
395
$427K 0.02%
8,987
+8,335
396
$423K 0.02%
5,123
+4,585
397
$422K 0.02%
3,718
+3,344
398
$420K 0.02%
7,827
+7,424
399
$419K 0.02%
6,096
+5,456
400
$418K 0.02%
4,463
+4,030
14 15
16
17 18