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
576
$292K 0.01%
3,507
+732
577
$292K 0.01%
5,299
578
$292K 0.01%
4,792
-4,992
579
$292K 0.01%
2,160
580
$292K 0.01%
8,780
-1,507
581
$291K 0.01%
8,967
-58,567
582
$291K 0.01%
6,872
583
$290K 0.01%
3,054
-209
584
$290K 0.01%
16,336
585
$290K 0.01%
2,380
586
$290K 0.01%
4,878
-4,878
587
$289K 0.01%
4,105
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588
$289K 0.01%
1,276
589
$289K 0.01%
6,431
590
$289K 0.01%
2,130
591
$288K 0.01%
2,993
-3,403
592
$288K 0.01%
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593
$287K 0.01%
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594
$287K 0.01%
2,868
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595
$287K 0.01%
6,656
-6,556
596
$286K 0.01%
1,518
597
$286K 0.01%
2,936
598
$285K 0.01%
3,844
599
$285K 0.01%
6,752
600
$285K 0.01%
8,636
-8,635
22 23
24
25 26