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
501
$281K 0.01%
+2,090
502
$281K 0.01%
1,531
503
$280K 0.01%
1,602
-150
504
$280K 0.01%
56,007
505
$278K 0.01%
4,190
506
$278K 0.01%
7,890
507
$278K 0.01%
2,566
508
$277K 0.01%
3,491
+656
509
$276K 0.01%
7,474
-201
510
$276K 0.01%
3,318
511
$275K 0.01%
+15,552
512
$275K 0.01%
5,646
-11,554
513
$274K 0.01%
55,829
-35,459
514
$274K 0.01%
8,465
515
$274K 0.01%
5,064
516
$273K 0.01%
1,302
-90
517
$272K 0.01%
7,609
518
$272K 0.01%
1,911
519
$272K 0.01%
6,901
-297
520
$271K 0.01%
+3,802
521
$271K 0.01%
9,880
522
$271K 0.01%
9,978
-413
523
$270K 0.01%
2,827
+600
524
$270K 0.01%
6,787
525
$270K 0.01%
2,411
19 20
21
22 23