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
676
$206K 0.01%
4,720
677
$205K 0.01%
+1,769
678
$204K 0.01%
+2,295
679
$203K 0.01%
+4,121
680
$203K 0.01%
661
-60
681
$202K 0.01%
997
-54
682
$202K 0.01%
+2,957
683
$202K 0.01%
+2,214
684
$202K 0.01%
+5,935
685
$202K 0.01%
8,111
-556
686
$201K 0.01%
+2,396
687
$201K 0.01%
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688
$201K 0.01%
+3,565
689
$200K 0.01%
+1,539
690
$200K 0.01%
+46,419
691
$199K 0.01%
21,550
692
$198K 0.01%
11,717
693
$198K 0.01%
14,740
-798
694
$187K 0.01%
11,696
695
$182K 0.01%
17,306
696
$171K 0.01%
11,481
697
$167K 0.01%
3,248
698
$154K 0.01%
12,402
-470
699
$149K 0.01%
13,550
700
$147K 0.01%
29,233
26 27
28
29 30