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
526
$300K 0.02%
5,215
+4,930
527
$299K 0.02%
8,145
+7,857
528
$299K 0.02%
3,838
+3,481
529
$298K 0.02%
7,221
+6,954
530
$297K 0.02%
2,823
+2,377
531
$297K 0.02%
4,502
+4,163
532
$297K 0.02%
4,053
+3,780
533
$296K 0.02%
8,453
+8,163
534
$296K 0.02%
3,781
+3,501
535
$296K 0.02%
3,748
+3,466
536
$296K 0.02%
3,459
+3,166
537
$296K 0.02%
4,816
+4,563
538
$294K 0.02%
6,589
+6,321
539
$294K 0.02%
+8,020
540
$294K 0.02%
2,721
+2,397
541
$293K 0.02%
1,498
+1,227
542
$292K 0.02%
1,702
+1,433
543
$292K 0.02%
30,078
+29,780
544
$292K 0.02%
+1,483
545
$292K 0.02%
1,547
+1,310
546
$291K 0.02%
5,924
+5,358
547
$290K 0.02%
3,568
+3,299
548
$290K 0.02%
5,040
+4,586
549
$290K 0.02%
7,026
+6,674
550
$290K 0.02%
11,619
+11,313
20 21
22
23 24