SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+14.59%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$2.39B
AUM Growth
+$1.44B
(+152%)
Cap. Flow
+$1.37B
Cap. Flow
% of AUM
57.41%
Top 10 Holdings %
Top 10 Hldgs %
32.49%
Holding
771
New
96
Increased
258
Reduced
154
Closed
49
Top Buys
| 1 |
Apple
AAPL
|
+$192M |
| 2 |
Microsoft
MSFT
|
+$149M |
| 3 |
Amazon
AMZN
|
+$78.1M |
| 4 |
NVIDIA
NVDA
|
+$59.8M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$46.9M |
Top Sells
| 1 |
IBM
IBM
|
+$6.8M |
| 2 |
Horizon Technology Finance
HRZN
|
+$4.2M |
| 3 |
CRISPR Therapeutics
CRSP
|
+$3.04M |
| 4 |
Equinix
EQIX
|
+$3.02M |
| 5 |
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% |
