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
476
$333K 0.02%
7,356
+6,985
477
$332K 0.02%
18,233
+18,005
478
$331K 0.02%
14,242
+13,898
479
$330K 0.02%
4,123
+3,826
480
$327K 0.02%
14,745
+14,430
481
$324K 0.02%
5,439
+5,103
482
$322K 0.02%
21,591
+21,261
483
$322K 0.02%
7,391
+7,060
484
$322K 0.02%
3,566
+3,219
485
$322K 0.02%
3,221
+2,922
486
$322K 0.02%
7,186
+6,917
487
$321K 0.02%
5,861
+5,516
488
$321K 0.02%
10,352
+9,758
489
$320K 0.02%
3,706
+3,424
490
$318K 0.02%
3,789
+3,498
491
$318K 0.02%
1,842
+1,549
492
$318K 0.02%
8,196
+7,847
493
$318K 0.02%
2,885
+2,596
494
$317K 0.02%
6,006
+5,640
495
$317K 0.02%
5,222
+4,938
496
$316K 0.02%
1,191
+874
497
$316K 0.02%
2,724
+2,438
498
$316K 0.02%
1,930
+1,654
499
$316K 0.02%
10,569
+10,436
500
$314K 0.02%
15,052
+14,751
18 19
20
21 22