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
426
$388K 0.02%
2,179
+1,893
427
$387K 0.02%
4,837
+4,459
428
$387K 0.02%
2,483
+2,135
429
$387K 0.02%
4,277
+3,964
430
$385K 0.02%
20,797
+20,426
431
$383K 0.02%
1,887
+1,279
432
$383K 0.02%
4,221
+3,860
433
$382K 0.02%
4,445
+3,703
434
$382K 0.02%
3,819
+3,439
435
$382K 0.02%
7,402
+6,988
436
$380K 0.02%
24,017
+23,494
437
$378K 0.02%
2,786
+2,409
438
$378K 0.02%
+19,186
439
$374K 0.02%
9,317
+8,919
440
$372K 0.02%
11,767
+11,347
441
$370K 0.02%
5,768
+5,454
442
$370K 0.02%
6,641
+6,284
443
$369K 0.02%
+224
444
$369K 0.02%
2,903
+2,547
445
$368K 0.02%
2,135
+1,786
446
$367K 0.02%
12,528
+10,686
447
$366K 0.02%
1,615
+1,307
448
$366K 0.02%
3,023
+2,730
449
$363K 0.02%
6,822
+6,515
450
$360K 0.02%
6,528
+6,108
16 17
18
19 20