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
26
$14.6M 0.61%
186,324
+150,324
27
$14.3M 0.59%
30,166
+14,166
28
$14.2M 0.59%
347,540
+198,540
29
$14M 0.58%
150,331
+99,831
30
$13.8M 0.57%
122,064
+115,564
31
$13.7M 0.57%
131,930
+100,930
32
$13.6M 0.57%
139,235
+12,051
33
$13.6M 0.57%
56,182
+14,093
34
$13.4M 0.56%
386,660
+35,630
35
$13.3M 0.55%
29,816
+25,416
36
$12.5M 0.52%
4,715
+2,815
37
$12.2M 0.51%
85,012
+81,299
38
$11.8M 0.49%
107,911
+51,211
39
$11.8M 0.49%
169,802
+134,002
40
$11.7M 0.49%
312,770
+244,970
41
$11.7M 0.49%
28,395
+26,195
42
$11.1M 0.46%
43,569
+15,694
43
$11.1M 0.46%
57,930
+4,897
44
$10.9M 0.46%
73,509
+21,009
45
$10.9M 0.45%
50,112
-7,210
46
$10.8M 0.45%
123,303
+106,203
47
$10.8M 0.45%
200,136
+117,826
48
$10.7M 0.45%
67,343
+48,343
49
$10.7M 0.45%
31,170
+15,970
50
$10.6M 0.44%
29,298
+18,798
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