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
601
$267K 0.02%
4,080
+3,840
602
$266K 0.02%
7,349
+7,109
603
$266K 0.02%
9,232
+8,919
604
$266K 0.02%
3,758
+3,507
605
$266K 0.02%
11,535
+11,268
606
$265K 0.02%
3,057
+2,822
607
$265K 0.02%
4,707
+4,457
608
$264K 0.02%
6,592
+6,352
609
$264K 0.02%
2,226
+2,003
610
$264K 0.02%
7,789
+7,521
611
$263K 0.02%
3,640
+3,384
612
$263K 0.02%
2,666
+2,439
613
$262K 0.02%
9,312
+9,023
614
$261K 0.02%
7,226
+6,910
615
$261K 0.02%
1,932
+1,702
616
$261K 0.02%
3,421
+3,197
617
$260K 0.02%
+10,500
618
$260K 0.02%
2,936
+2,669
619
$260K 0.02%
2,791
+2,565
620
$259K 0.01%
10,446
+10,013
621
$258K 0.01%
11,754
+11,482
622
$258K 0.01%
8,585
+8,336
623
$257K 0.01%
6,927
+6,658
624
$257K 0.01%
2,668
+2,395
625
$256K 0.01%
7,670
+7,424
23 24
25
26 27