SCM
Shelton Capital Management Portfolio holdings
AUM
$4.67B
1-Year Est. Return
32.51%
1 Year Est. Return
+32.51%
AUM
$4.35B
AUM Growth
+$153M
(+3.6%)
Holding
744
Top Buys
| 1 | +$29.2M | |
| 2 | +$18.7M | |
| 3 | +$16M | |
| 4 |
Shopify
SHOP
|
+$15.9M |
| 5 |
Zoom
ZM
|
+$14.1M |
Top Sells
| 1 | +$76.4M | |
| 2 | +$47.7M | |
| 3 | +$36.7M | |
| 4 |
Trimble
TRMB
|
+$36.1M |
| 5 |
Microsoft
MSFT
|
+$32.3M |
Sector Composition
| 1 | Technology | 43.22% |
| 2 | Communication Services | 12.42% |
| 3 | Consumer Discretionary | 11.66% |
| 4 | Financials | 7.18% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palo Alto Networks
PANW
$140B
| $27.8M | 0.64% |
135,660
+10,109
|
|
||
27
Fortinet
FTNT
$60.3B
| $27.7M | 0.64% |
261,945
+90,340
|
|
||
28
Walmart
WMT
$817B
| $27.6M | 0.63% |
281,758
-99,894
|
|
||
29
Goldman Sachs
GS
$242B
| $27M | 0.62% |
38,213
+4,552
|
|
||
30
Berkshire Hathaway Class B
BRK.B
$1.1T
| $25.8M | 0.59% |
53,087
-192
|
|
||
31
Walt Disney
DIS
$189B
| $25.8M | 0.59% |
207,726
-10,305
|
|
||
32
NetApp
NTAP
$21.8B
| $25.4M | 0.58% |
238,575
+23,109
|
|
||
33
Adobe
ADBE
$140B
| $25.4M | 0.58% |
65,648
+3,308
|
|
||
34
RTX Corp
RTX
$233B
| $24.4M | 0.56% |
166,914
+16,011
|
|
||
35
Constellation Energy
CEG
$106B
| $23.6M | 0.54% |
73,211
+1,804
|
|
||
36
Vertex Pharmaceuticals
VRTX
$111B
| $23.6M | 0.54% |
53,015
-336
|
|
||
37
Amgen
AMGN
$181B
| $23.3M | 0.54% |
83,444
-368
|
|
||
38
Monster Beverage
MNST
$69.4B
| $22.5M | 0.52% |
359,475
+28,968
|
|
||
39
PepsiCo
PEP
$199B
| $21.7M | 0.5% |
164,017
-3,491
|
|
||
40
Verizon
VZ
$173B
| $21.1M | 0.48% |
487,191
+37,333
|
|
||
41
Qualcomm
QCOM
$186B
| $20.9M | 0.48% |
131,418
-4,331
|
|
||
42
Cadence Design Systems
CDNS
$86B
| $20.5M | 0.47% |
66,392
+1,513
|
|
||
43
DoorDash
DASH
$89.2B
| $20.4M | 0.47% |
82,700
+1,612
|
|
||
44
Applied Materials
AMAT
$178B
| $20.3M | 0.47% |
111,012
-126,799
|
|
||
45
CrowdStrike
CRWD
$133B
| $19.4M | 0.45% |
38,144
+512
|
|
||
46
Aflac
AFL
$59.9B
| $18.9M | 0.43% |
178,887
-154,322
|
|
||
47
Trane Technologies
TT
$92.7B
| $18.4M | 0.42% |
42,136
+7,159
|
|
||
48
NXP Semiconductors
NXPI
$49.6B
| $18.2M | 0.42% |
83,378
+11,577
|
|
||
49
HP
HPQ
$23.3B
| $18M | 0.41% |
737,302
+280,443
|
|
||
50
Automatic Data Processing
ADP
$103B
| $18M | 0.41% |
58,385
-861
|
|