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
526
$269K 0.01%
5,639
-223
527
$268K 0.01%
4,642
528
$266K 0.01%
1,811
-118
529
$265K 0.01%
3,000
530
$265K 0.01%
+2,181
531
$265K 0.01%
+3,142
532
$264K 0.01%
5,224
533
$263K 0.01%
5,388
-1,442
534
$262K 0.01%
2,850
+50
535
$262K 0.01%
1,944
536
$262K 0.01%
6,862
537
$262K 0.01%
4,895
538
$261K 0.01%
2,150
539
$261K 0.01%
6,881
540
$261K 0.01%
2,860
541
$260K 0.01%
2,939
542
$260K 0.01%
11,416
543
$260K 0.01%
1,411
-96
544
$259K 0.01%
1,005
-49
545
$259K 0.01%
4,867
-244
546
$259K 0.01%
1,564
547
$257K 0.01%
+1,931
548
$256K 0.01%
+2,916
549
$256K 0.01%
4,363
550
$256K 0.01%
2,154
20 21
22
23 24