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
451
$307K 0.01%
2,106
452
$307K 0.01%
4,473
-12
453
$305K 0.01%
+7,057
454
$305K 0.01%
4,993
455
$305K 0.01%
1,707
-912
456
$304K 0.01%
1,444
457
$304K 0.01%
2,775
-89
458
$303K 0.01%
5,272
459
$303K 0.01%
3,175
-131
460
$303K 0.01%
2,950
+400
461
$302K 0.01%
8,637
-427
462
$301K 0.01%
684
463
$301K 0.01%
4,436
-189
464
$300K 0.01%
2,250
+319
465
$300K 0.01%
843
-6,457
466
$300K 0.01%
4,676
467
$300K 0.01%
3,080
468
$299K 0.01%
3,962
+84
469
$299K 0.01%
3,642
-166
470
$298K 0.01%
3,131
+42
471
$298K 0.01%
+4,276
472
$297K 0.01%
11,383
-764
473
$297K 0.01%
5,333
474
$297K 0.01%
6,315
-221
475
$295K 0.01%
2,744
-114
17 18
19
20 21