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
$2.64B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.66M
3
+$6.25M
4
PSA icon
Public Storage
PSA
+$4.33M
5
PLTR icon
Palantir
PLTR
+$4.07M

Top Sells

1
+$128M
2
+$45.6M
3
+$22.8M
4
QCOM icon
Qualcomm
QCOM
+$20.6M
5
K icon
Kellanova
K
+$19.7M

Sector Composition

1 Technology 36.6%
2 Communication Services 12.56%
3 Consumer Discretionary 11.05%
4 Healthcare 10.29%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$419K 0.02%
1,458
427
$418K 0.02%
3,663
428
$418K 0.02%
7,664
429
$413K 0.02%
5,700
430
$412K 0.02%
8,273
431
$409K 0.02%
6,604
-263
432
$408K 0.02%
4,512
-4,468
433
$404K 0.02%
3,285
434
$403K 0.02%
6,300
435
$399K 0.02%
2,089
436
$398K 0.02%
2,047
437
$396K 0.01%
2,661
438
$395K 0.01%
5,436
439
$394K 0.01%
3,516
440
$394K 0.01%
19,592
441
$393K 0.01%
2,807
-26,732
442
$392K 0.01%
11,994
443
$391K 0.01%
8,250
444
$390K 0.01%
4,091
445
$390K 0.01%
3,936
446
$390K 0.01%
15,672
447
$390K 0.01%
2,560
448
$389K 0.01%
7,915
449
$389K 0.01%
7,802
450
$389K 0.01%
18,581
-2,882
16 17
18
19 20