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
476
$294K 0.01%
1,610
-65
477
$294K 0.01%
8,600
478
$293K 0.01%
5,060
+697
479
$293K 0.01%
4,097
-1,769
480
$292K 0.01%
4,834
+266
481
$291K 0.01%
964
482
$291K 0.01%
7,373
-381
483
$291K 0.01%
+3,520
484
$290K 0.01%
4,452
-244
485
$290K 0.01%
3,000
486
$290K 0.01%
4,830
487
$290K 0.01%
1,420
488
$290K 0.01%
2,194
+400
489
$289K 0.01%
4,234
-210
490
$288K 0.01%
9,089
-871
491
$288K 0.01%
5,883
-286
492
$287K 0.01%
4,670
493
$287K 0.01%
8,196
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494
$287K 0.01%
2,137
495
$285K 0.01%
510
496
$285K 0.01%
1,792
-81
497
$284K 0.01%
3,183
-245
498
$283K 0.01%
12,308
499
$283K 0.01%
2,204
+400
500
$283K 0.01%
+2,323
18 19
20
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