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
626
$271K 0.01%
13,160
627
$270K 0.01%
7,880
628
$270K 0.01%
1,715
629
$270K 0.01%
3,953
630
$270K 0.01%
1,529
631
$269K 0.01%
3,336
632
$269K 0.01%
5,037
633
$269K 0.01%
3,316
634
$268K 0.01%
6,349
635
$268K 0.01%
3,186
636
$267K 0.01%
8,897
-3,216
637
$266K 0.01%
2,859
638
$266K 0.01%
6,472
639
$265K 0.01%
1,558
-8,758
640
$265K 0.01%
11,500
641
$263K 0.01%
3,471
-109
642
$263K 0.01%
13,089
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643
$263K 0.01%
2,571
644
$262K 0.01%
276
645
$261K 0.01%
14,793
-558
646
$260K 0.01%
6,514
647
$259K 0.01%
1,898
-146
648
$259K 0.01%
1,109
649
$259K 0.01%
3,328
-3,328
650
$259K 0.01%
1,645
24 25
26
27 28