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
601
$232K 0.01%
4,614
602
$232K 0.01%
1,027
603
$231K 0.01%
+3,591
604
$231K 0.01%
7,792
-327
605
$231K 0.01%
1,372
-77
606
$231K 0.01%
1,743
607
$230K 0.01%
11,006
-567
608
$229K 0.01%
7,444
609
$229K 0.01%
2,156
-473
610
$229K 0.01%
+3,192
611
$228K 0.01%
3,604
+108
612
$228K 0.01%
1,146
613
$228K 0.01%
4,531
+1,000
614
$228K 0.01%
2,550
615
$227K 0.01%
+2,757
616
$227K 0.01%
4,642
-50
617
$227K 0.01%
+10,590
618
$226K 0.01%
5,647
+133
619
$226K 0.01%
+1,440
620
$223K 0.01%
146
+3
621
$223K 0.01%
3,944
622
$223K 0.01%
6,565
-339
623
$223K 0.01%
7,451
-493
624
$223K 0.01%
5,299
625
$222K 0.01%
+758
23 24
25
26 27