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
651
$214K 0.01%
2,586
+16
652
$214K 0.01%
+3,067
653
$214K 0.01%
+2,604
654
$213K 0.01%
5,624
-19,576
655
$213K 0.01%
2,202
656
$213K 0.01%
2,569
+17
657
$213K 0.01%
1,844
658
$212K 0.01%
+9,782
659
$212K 0.01%
3,364
660
$212K 0.01%
3,842
-191
661
$212K 0.01%
+2,723
662
$212K 0.01%
3,687
663
$211K 0.01%
5,499
-294
664
$211K 0.01%
865
665
$210K 0.01%
+4,644
666
$209K 0.01%
11,308
667
$208K 0.01%
+5,442
668
$208K 0.01%
+1,558
669
$208K 0.01%
+5,166
670
$208K 0.01%
1,310
671
$207K 0.01%
+9,136
672
$207K 0.01%
17,881
673
$207K 0.01%
+1,119
674
$207K 0.01%
+946
675
$206K 0.01%
+3,382
25 26
27
28 29