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
676
$238K 0.01%
9,814
+9,578
677
$238K 0.01%
4,462
+4,210
678
$238K 0.01%
1,430
+1,229
679
$238K 0.01%
5,936
+5,520
680
$237K 0.01%
1,741
+1,494
681
$237K 0.01%
+6,505
682
$236K 0.01%
11,169
+10,931
683
$235K 0.01%
3,035
+2,819
684
$235K 0.01%
5,072
+4,825
685
$234K 0.01%
3,048
+2,772
686
$234K 0.01%
+11,215
687
$233K 0.01%
4,730
+4,510
688
$233K 0.01%
1,736
+1,533
689
$233K 0.01%
6,728
+6,513
690
$232K 0.01%
6,436
+6,174
691
$231K 0.01%
+612
692
$231K 0.01%
+6,063
693
$231K 0.01%
+6,044
694
$231K 0.01%
11,125
+10,861
695
$230K 0.01%
5,432
+5,164
696
$230K 0.01%
+548
697
$229K 0.01%
6,340
+6,279
698
$229K 0.01%
4,276
+4,010
699
$228K 0.01%
9,488
+8,592
700
$228K 0.01%
17,255
+16,220
26 27
28
29 30