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
376
$372K 0.02%
20,114
377
$372K 0.02%
2,780
+55
378
$372K 0.02%
10,310
+1,808
379
$372K 0.02%
9,394
-351
380
$370K 0.02%
+32,500
381
$370K 0.02%
9,035
382
$369K 0.02%
8,583
+58
383
$365K 0.02%
2,927
-194
384
$365K 0.02%
1,342
385
$364K 0.02%
5,004
386
$364K 0.02%
2,552
387
$364K 0.02%
+3,896
388
$363K 0.02%
+6,647
389
$363K 0.02%
1,079
+269
390
$362K 0.02%
2,850
+239
391
$362K 0.02%
4,197
392
$356K 0.01%
4,932
393
$355K 0.01%
6,679
-165
394
$355K 0.01%
1,199
395
$354K 0.01%
2,283
-14
396
$354K 0.01%
2,141
397
$353K 0.01%
3,500
-300
398
$348K 0.01%
4,872
-142
399
$347K 0.01%
2,384
-69
400
$346K 0.01%
13,856
-506
14 15
16
17 18