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
$3.5B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$15M
3
+$11.9M
4
META icon
Meta Platforms (Facebook)
META
+$11.1M
5
IR icon
Ingersoll Rand
IR
+$9.28M

Top Sells

1
+$10.8M
2
+$9.9M
3
+$9.57M
4
LEN icon
Lennar Class A
LEN
+$8.36M
5
PEG icon
Public Service Enterprise Group
PEG
+$8.35M

Sector Composition

1 Technology 39.56%
2 Communication Services 11.91%
3 Consumer Discretionary 11.4%
4 Healthcare 8.57%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$442K 0.01%
+5,559
377
$438K 0.01%
1,843
378
$437K 0.01%
9,309
379
$436K 0.01%
5,767
380
$436K 0.01%
2,821
-101
381
$436K 0.01%
4,905
382
$435K 0.01%
2,401
383
$435K 0.01%
1,620
-500
384
$434K 0.01%
7,524
385
$433K 0.01%
2,679
386
$433K 0.01%
1,942
387
$430K 0.01%
9,499
-259
388
$425K 0.01%
21,569
389
$425K 0.01%
1,716
-500
390
$424K 0.01%
7,907
391
$423K 0.01%
1,053
-32
392
$422K 0.01%
1,649
393
$418K 0.01%
5,004
394
$418K 0.01%
7,294
+2,004
395
$417K 0.01%
649
396
$416K 0.01%
7,267
-1,300
397
$415K 0.01%
11,245
-410
398
$413K 0.01%
7,277
-260
399
$411K 0.01%
1,017
400
$410K 0.01%
4,478
14 15
16
17 18