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
401
$345K 0.01%
8,741
-263
402
$344K 0.01%
6,559
-313
403
$343K 0.01%
6,180
-284
404
$343K 0.01%
8,677
405
$343K 0.01%
1,944
406
$342K 0.01%
6,466
407
$341K 0.01%
3,355
408
$341K 0.01%
1,729
-83
409
$339K 0.01%
3,885
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410
$337K 0.01%
12,040
411
$337K 0.01%
3,202
+200
412
$336K 0.01%
+11,081
413
$335K 0.01%
8,198
-348
414
$335K 0.01%
1,464
-47
415
$335K 0.01%
2,398
-168
416
$334K 0.01%
1,606
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417
$333K 0.01%
1,243
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418
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2,179
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419
$331K 0.01%
1,102
420
$330K 0.01%
1,913
421
$330K 0.01%
6,825
422
$329K 0.01%
11,988
423
$328K 0.01%
5,259
+586
424
$328K 0.01%
17,803
-692
425
$328K 0.01%
15,220
15 16
17
18 19