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
$2.64B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.66M
3
+$6.25M
4
PSA icon
Public Storage
PSA
+$4.33M
5
PLTR icon
Palantir
PLTR
+$4.07M

Top Sells

1
+$128M
2
+$45.6M
3
+$22.8M
4
QCOM icon
Qualcomm
QCOM
+$20.6M
5
K icon
Kellanova
K
+$19.7M

Sector Composition

1 Technology 36.6%
2 Communication Services 12.56%
3 Consumer Discretionary 11.05%
4 Healthcare 10.29%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$307K 0.01%
18,688
552
$306K 0.01%
2,291
553
$304K 0.01%
3,473
554
$304K 0.01%
3,407
555
$303K 0.01%
7,951
556
$303K 0.01%
6,057
557
$303K 0.01%
4,360
558
$301K 0.01%
2,035
559
$299K 0.01%
17,800
+2,367
560
$298K 0.01%
3,774
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561
$298K 0.01%
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562
$297K 0.01%
2,221
563
$297K 0.01%
1,372
564
$296K 0.01%
3,051
-108
565
$296K 0.01%
+7,337
566
$295K 0.01%
3,398
567
$295K 0.01%
12,947
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$295K 0.01%
6,453
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$294K 0.01%
4,708
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570
$294K 0.01%
552
571
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3,958
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572
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5,707
573
$293K 0.01%
9,376
574
$293K 0.01%
1,478
-1,100
575
$293K 0.01%
2,052
-81
21 22
23
24 25