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
651
$259K 0.01%
1,776
-69
652
$257K 0.01%
1,871
-50
653
$257K 0.01%
8,018
654
$257K 0.01%
3,878
655
$256K 0.01%
13,876
-13,876
656
$256K 0.01%
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657
$255K 0.01%
5,185
658
$255K 0.01%
1,606
659
$254K 0.01%
2,372
660
$253K 0.01%
3,492
-112
661
$253K 0.01%
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662
$253K 0.01%
3,680
663
$252K 0.01%
+6,476
664
$252K 0.01%
+3,258
665
$252K 0.01%
1,964
666
$251K 0.01%
14,947
667
$251K 0.01%
2,858
668
$250K 0.01%
2,419
669
$250K 0.01%
4,537
-375
670
$250K 0.01%
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671
$249K 0.01%
2,992
672
$248K 0.01%
1,654
673
$247K 0.01%
2,918
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674
$247K 0.01%
2,424
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675
$246K 0.01%
4,014
-144
25 26
27
28 29