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
451
$360K 0.02%
4,369
+4,003
452
$359K 0.02%
3,625
+3,225
453
$358K 0.02%
2,181
+1,822
454
$358K 0.02%
3,541
+3,216
455
$357K 0.02%
10,988
+10,370
456
$356K 0.02%
36,311
+35,372
457
$355K 0.02%
3,887
+3,540
458
$354K 0.02%
8,213
+7,865
459
$353K 0.02%
6,293
+5,879
460
$353K 0.02%
2,752
+2,409
461
$353K 0.02%
2,359
+1,987
462
$352K 0.02%
3,500
+3,152
463
$351K 0.02%
2,932
+2,607
464
$347K 0.02%
2,889
+2,507
465
$347K 0.02%
21,383
+21,109
466
$345K 0.02%
+1,686
467
$345K 0.02%
8,519
+8,178
468
$343K 0.02%
3,100
+2,791
469
$340K 0.02%
4,835
+4,525
470
$339K 0.02%
3,949
+3,716
471
$338K 0.02%
4,360
+4,036
472
$337K 0.02%
5,115
+4,809
473
$335K 0.02%
3,799
+3,495
474
$335K 0.02%
7,822
+7,260
475
$335K 0.02%
7,974
+7,620
17 18
19
20 21