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
$4.35B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1 +$29.2M
2 +$18.7M
3 +$16M
4
SHOP icon
Shopify
SHOP
+$15.9M
5
ZM icon
Zoom
ZM
+$14.1M

Top Sells

1 +$76.4M
2 +$47.7M
3 +$36.7M
4
TRMB icon
Trimble
TRMB
+$36.1M
5
MSFT icon
Microsoft
MSFT
+$32.3M

Sector Composition

1 Technology 43.22%
2 Communication Services 12.42%
3 Consumer Discretionary 11.66%
4 Financials 7.18%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTRE icon
676
CareTrust REIT
CTRE
$8.01B
$201K ﹤0.01%
+6,561
HOMB icon
677
Home BancShares
HOMB
$5.34B
$201K ﹤0.01%
+7,054
DEO icon
678
Diageo
DEO
$52.6B
$201K ﹤0.01%
1,990
ETR icon
679
Entergy
ETR
$42.4B
$201K ﹤0.01%
2,414
BIDU icon
680
Baidu
BIDU
$39.9B
$200K ﹤0.01%
2,335
DBX icon
681
Dropbox
DBX
$7.6B
$200K ﹤0.01%
6,997
-996
INFY icon
682
Infosys
INFY
$69B
$193K ﹤0.01%
10,400
FNB icon
683
FNB Corp
FNB
$5.68B
$188K ﹤0.01%
12,913
MARA icon
684
Marathon Digital Holdings
MARA
$4.83B
$180K ﹤0.01%
11,494
PCG icon
685
PG&E
PCG
$36.2B
$169K ﹤0.01%
12,108
NOV icon
686
NOV
NOV
$5.73B
$168K ﹤0.01%
13,509
-464
BGC icon
687
BGC Group
BGC
$4.24B
$165K ﹤0.01%
16,118
+741
LUMN icon
688
Lumen
LUMN
$8.19B
$161K ﹤0.01%
36,782
-2,104
VLY icon
689
Valley National Bancorp
VLY
$6.03B
$151K ﹤0.01%
16,910
ROIV icon
690
Roivant Sciences
ROIV
$14.1B
$150K ﹤0.01%
13,285
VFC icon
691
VF Corp
VFC
$5.85B
$141K ﹤0.01%
12,015
CLF icon
692
Cleveland-Cliffs
CLF
$6.11B
$136K ﹤0.01%
17,908
GNW icon
693
Genworth Financial
GNW
$3.41B
$123K ﹤0.01%
15,869
-1,003
M icon
694
Macy's
M
$5.39B
$120K ﹤0.01%
10,261
CLSK icon
695
CleanSpark
CLSK
$2.93B
$114K ﹤0.01%
+10,331
LXP icon
696
LXP Industrial Trust
LXP
$2.72B
$113K ﹤0.01%
2,730
-306
FLG
697
Flagstar Bank National Association
FLG
$4.64B
$112K ﹤0.01%
10,544
GT icon
698
Goodyear
GT
$2.17B
$106K ﹤0.01%
10,210
-528
WU icon
699
Western Union
WU
$2.84B
$105K ﹤0.01%
12,497
SNAP icon
700
Snap
SNAP
$14.7B
$104K ﹤0.01%
11,988