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
651
$247K 0.01%
4,962
+4,717
652
$246K 0.01%
7,860
+7,608
653
$245K 0.01%
3,448
+3,165
654
$245K 0.01%
1,785
+1,566
655
$245K 0.01%
25,000
+24,782
656
$244K 0.01%
4,824
+4,562
657
$244K 0.01%
6,685
+5,810
658
$244K 0.01%
5,823
+5,606
659
$243K 0.01%
14,669
+14,428
660
$243K 0.01%
21,469
+21,253
661
$242K 0.01%
21,892
+21,641
662
$242K 0.01%
1,501
+1,263
663
$241K 0.01%
+15,754
664
$241K 0.01%
9,186
+8,924
665
$240K 0.01%
3,744
+3,502
666
$240K 0.01%
+1,976
667
$240K 0.01%
5,983
+5,741
668
$240K 0.01%
11,194
+10,877
669
$239K 0.01%
3,882
+3,651
670
$239K 0.01%
9,567
+9,367
671
$239K 0.01%
+13,020
672
$239K 0.01%
8,799
+8,561
673
$239K 0.01%
10,216
+10,009
674
$239K 0.01%
3,809
+3,583
675
$238K 0.01%
2,871
+2,665
25 26
27
28 29