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
$3.5B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$15M
3
+$11.9M
4
META icon
Meta Platforms (Facebook)
META
+$11.1M
5
IR icon
Ingersoll Rand
IR
+$9.28M

Top Sells

1
+$10.8M
2
+$9.9M
3
+$9.57M
4
LEN icon
Lennar Class A
LEN
+$8.36M
5
PEG icon
Public Service Enterprise Group
PEG
+$8.35M

Sector Composition

1 Technology 39.56%
2 Communication Services 11.91%
3 Consumer Discretionary 11.4%
4 Healthcare 8.57%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$298K 0.01%
8,680
527
$298K 0.01%
2,283
528
$297K 0.01%
+6,835
529
$296K 0.01%
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530
$296K 0.01%
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-100
531
$294K 0.01%
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532
$294K 0.01%
1,526
533
$293K 0.01%
1,783
534
$293K 0.01%
4,717
535
$293K 0.01%
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536
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2,786
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537
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538
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539
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4,874
-26
540
$289K 0.01%
401
541
$289K 0.01%
2,137
542
$289K 0.01%
2,644
543
$288K 0.01%
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544
$288K 0.01%
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$288K 0.01%
1,454
-6,700
546
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2,967
547
$286K 0.01%
1,359
-52
548
$285K 0.01%
2,226
549
$285K 0.01%
1,942
550
$284K 0.01%
3,735
20 21
22
23 24