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
551
$289K 0.02%
10,119
+9,800
552
$289K 0.02%
3,114
+2,817
553
$289K 0.02%
4,940
+4,639
554
$289K 0.02%
+3,442
555
$289K 0.02%
+10,000
556
$289K 0.02%
3,744
+3,420
557
$288K 0.02%
9,924
+9,017
558
$288K 0.02%
5,790
+5,502
559
$288K 0.02%
1,884
+1,074
560
$288K 0.02%
3,218
+2,953
561
$288K 0.02%
20,200
+19,824
562
$287K 0.02%
3,464
+3,232
563
$286K 0.02%
3,285
+3,013
564
$286K 0.02%
17,239
+16,955
565
$285K 0.02%
21,016
+19,924
566
$285K 0.02%
20,400
+20,036
567
$285K 0.02%
9,054
+8,729
568
$285K 0.02%
7,958
+7,585
569
$284K 0.02%
6,199
+5,887
570
$284K 0.02%
7,214
+6,833
571
$284K 0.02%
+10,127
572
$283K 0.02%
9,202
+8,418
573
$282K 0.02%
5,052
+4,771
574
$281K 0.02%
+110,000
575
$281K 0.02%
6,409
+6,120
21 22
23
24 25