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
401
$418K 0.02%
8,461
+7,915
402
$416K 0.02%
3,460
+3,133
403
$415K 0.02%
10,088
+9,711
404
$411K 0.02%
5,761
+5,282
405
$410K 0.02%
3,552
+3,183
406
$409K 0.02%
349
+6
407
$408K 0.02%
28,687
+28,166
408
$406K 0.02%
5,750
+4,700
409
$404K 0.02%
24,700
+24,478
410
$403K 0.02%
2,200
+1,703
411
$403K 0.02%
8,065
+7,728
412
$401K 0.02%
10,590
+10,259
413
$401K 0.02%
2,204
+1,797
414
$401K 0.02%
5,000
+4,761
415
$400K 0.02%
26,070
+25,671
416
$399K 0.02%
8,973
+8,409
417
$397K 0.02%
4,752
+4,353
418
$396K 0.02%
4,096
+3,709
419
$395K 0.02%
2,619
+2,243
420
$394K 0.02%
2,040
+1,692
421
$391K 0.02%
1,083
+718
422
$389K 0.02%
6,918
+6,522
423
$388K 0.02%
5,929
+5,539
424
$388K 0.02%
7,804
+7,387
425
$388K 0.02%
17,345
+16,982
15 16
17
18 19