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
576
$280K 0.02%
8,432
+8,153
577
$278K 0.02%
1,631
+1,339
578
$278K 0.02%
5,222
+4,955
579
$278K 0.02%
8,451
+8,156
580
$278K 0.02%
3,050
+2,723
581
$278K 0.02%
2,930
+2,707
582
$277K 0.02%
3,685
+3,422
583
$276K 0.02%
3,235
+2,955
584
$276K 0.02%
+5,784
585
$275K 0.02%
5,404
+5,121
586
$274K 0.02%
7,078
+6,870
587
$274K 0.02%
5,879
+5,581
588
$274K 0.02%
2,618
+2,350
589
$272K 0.02%
1,078
+820
590
$272K 0.02%
4,079
+3,804
591
$271K 0.02%
7,880
+7,591
592
$271K 0.02%
1,336
+1,068
593
$271K 0.02%
10,942
+10,628
594
$269K 0.02%
22,852
+22,610
595
$269K 0.02%
12,261
+12,024
596
$269K 0.02%
8,301
+8,055
597
$269K 0.02%
1,433
+1,171
598
$268K 0.02%
14,036
+13,653
599
$267K 0.02%
12,500
+12,202
600
$267K 0.02%
4,021
+3,776
22 23
24
25 26