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
551
$256K 0.01%
1,949
-132
552
$255K 0.01%
3,984
-220
553
$255K 0.01%
+1,784
554
$255K 0.01%
4,233
-286
555
$254K 0.01%
2,543
-439
556
$253K 0.01%
5,521
+200
557
$252K 0.01%
3,176
-454
558
$252K 0.01%
1,822
-130
559
$252K 0.01%
6,619
560
$251K 0.01%
5,800
561
$251K 0.01%
3,400
562
$251K 0.01%
4,300
-284
563
$251K 0.01%
+23,530
564
$250K 0.01%
4,458
565
$250K 0.01%
2,784
566
$250K 0.01%
+6,800
567
$249K 0.01%
30,349
568
$249K 0.01%
3,218
+2
569
$248K 0.01%
1,447
-67
570
$248K 0.01%
2,928
571
$247K 0.01%
7,809
572
$246K 0.01%
1,595
-133
573
$246K 0.01%
1,262
574
$246K 0.01%
+5,856
575
$245K 0.01%
1,936
+44
21 22
23
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