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
426
$327K 0.01%
3,955
427
$327K 0.01%
+13,567
428
$326K 0.01%
1,452
-87
429
$326K 0.01%
+3,100
430
$326K 0.01%
4,678
-60
431
$325K 0.01%
3,801
432
$325K 0.01%
12,263
433
$324K 0.01%
6,330
434
$324K 0.01%
9,505
+1,034
435
$324K 0.01%
16,697
436
$324K 0.01%
6,811
437
$324K 0.01%
14,013
438
$323K 0.01%
1,804
-61
439
$323K 0.01%
2,271
440
$323K 0.01%
5,431
-277
441
$323K 0.01%
1,409
442
$321K 0.01%
1,862
-55
443
$319K 0.01%
1,503
-1
444
$313K 0.01%
11,547
+3,331
445
$313K 0.01%
5,292
-261
446
$312K 0.01%
1,020
+7
447
$312K 0.01%
8,025
448
$311K 0.01%
26,864
-1,242
449
$310K 0.01%
7,592
450
$310K 0.01%
5,165
-310
16 17
18
19 20