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
576
$245K 0.01%
1,606
577
$244K 0.01%
1,298
+13
578
$243K 0.01%
6,763
-324
579
$242K 0.01%
+3,008
580
$242K 0.01%
2,869
+210
581
$242K 0.01%
3,073
582
$242K 0.01%
13,812
583
$241K 0.01%
+609
584
$240K 0.01%
2,591
-217
585
$240K 0.01%
1,256
586
$240K 0.01%
326
587
$240K 0.01%
4,860
-216
588
$240K 0.01%
8,033
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589
$239K 0.01%
1,217
590
$237K 0.01%
1,893
591
$235K 0.01%
+2,014
592
$234K 0.01%
3,169
593
$234K 0.01%
+2,135
594
$234K 0.01%
3,254
-65
595
$234K 0.01%
6,634
596
$233K 0.01%
2,085
597
$233K 0.01%
7,340
598
$233K 0.01%
13,315
+599
599
$233K 0.01%
+1,735
600
$232K 0.01%
4,332
22 23
24
25 26