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
626
$256K 0.01%
2,790
+2,462
627
$255K 0.01%
2,929
+2,671
628
$255K 0.01%
12,956
+12,704
629
$254K 0.01%
694
+457
630
$254K 0.01%
2,648
+2,387
631
$254K 0.01%
3,449
+3,151
632
$253K 0.01%
4,669
+4,443
633
$252K 0.01%
+941
634
$252K 0.01%
2,668
+2,373
635
$252K 0.01%
2,997
+2,771
636
$252K 0.01%
2,387
+2,140
637
$252K 0.01%
3,089
+2,836
638
$252K 0.01%
3,092
+2,751
639
$251K 0.01%
3,845
+3,561
640
$251K 0.01%
3,110
+2,869
641
$251K 0.01%
12,831
+12,593
642
$251K 0.01%
12,842
+12,612
643
$251K 0.01%
9,119
+8,779
644
$249K 0.01%
3,004
+2,767
645
$249K 0.01%
620
+351
646
$248K 0.01%
4,180
+3,953
647
$248K 0.01%
6,272
+6,012
648
$248K 0.01%
+6,444
649
$248K 0.01%
4,828
+4,617
650
$247K 0.01%
7,881
+7,636
24 25
26
27 28