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
501
$314K 0.02%
4,328
+4,000
502
$313K 0.02%
4,926
+4,629
503
$313K 0.02%
4,935
+4,455
504
$312K 0.02%
5,964
+5,553
505
$312K 0.02%
3,780
+3,516
506
$312K 0.02%
6,347
+5,987
507
$311K 0.02%
3,009
+2,766
508
$311K 0.02%
3,572
+3,267
509
$311K 0.02%
6,509
+6,179
510
$310K 0.02%
4,153
+3,819
511
$309K 0.02%
2,517
+2,232
512
$309K 0.02%
+2,527
513
$309K 0.02%
5,004
+4,710
514
$309K 0.02%
26,816
+26,447
515
$307K 0.02%
14,431
+14,135
516
$306K 0.02%
4,411
+4,130
517
$306K 0.02%
9,000
+6,816
518
$305K 0.02%
3,255
+2,972
519
$304K 0.02%
1,717
+1,404
520
$303K 0.02%
9,283
+8,978
521
$302K 0.02%
3,628
+3,330
522
$302K 0.02%
5,326
+5,035
523
$302K 0.02%
2,771
+2,426
524
$302K 0.02%
9,552
+9,269
525
$301K 0.02%
3,088
+2,751
19 20
21
22 23