SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+25.74%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.74B
AUM Growth
+$546M
(+46%)
Cap. Flow
+$287M
Cap. Flow
% of AUM
16.52%
Top 10 Holdings %
Top 10 Hldgs %
33.09%
Holding
730
New
83
Increased
91
Reduced
361
Closed
65
Top Buys
| 1 |
Apple
AAPL
|
$133M |
| 2 |
Atlassian
TEAM
|
$49.5M |
| 3 |
Meta Platforms (Facebook)
META
|
$40.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$14.1M |
| 5 |
Intuitive Surgical
ISRG
|
$8.04M |
Top Sells
| 1 |
PayPal
PYPL
|
$11.5M |
| 2 |
WBC
WABCO HOLDINGS INC.
WBC
|
$8.43M |
| 3 |
General Mills
GIS
|
$3.23M |
| 4 |
Visa
V
|
$3.23M |
| 5 |
Adobe
ADBE
|
$2.61M |
Sector Composition
| 1 | Technology | 36.42% |
| 2 | Communication Services | 11.7% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.27% |
| 5 | Financials | 8.28% |
