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
701
$228K 0.01%
+2,530
702
$228K 0.01%
35,502
+35,193
703
$228K 0.01%
+7,977
704
$227K 0.01%
1,736
+1,514
705
$227K 0.01%
5,672
+5,418
706
$227K 0.01%
3,063
+2,788
707
$227K 0.01%
3,861
+3,632
708
$226K 0.01%
3,736
+3,499
709
$226K 0.01%
9,712
+9,455
710
$226K 0.01%
2,588
+2,349
711
$225K 0.01%
+9,332
712
$224K 0.01%
8,187
+7,964
713
$224K 0.01%
2,619
+2,401
714
$224K 0.01%
+2,288
715
$224K 0.01%
4,622
+4,370
716
$223K 0.01%
2,675
+2,462
717
$223K 0.01%
8,116
+7,855
718
$222K 0.01%
+8,085
719
$222K 0.01%
+1,921
720
$222K 0.01%
4,309
+4,102
721
$222K 0.01%
14,641
+14,408
722
$222K 0.01%
1,396
+1,159
723
$220K 0.01%
8,937
+8,675
724
$219K 0.01%
2,547
+2,333
725
$219K 0.01%
23,627
+23,364
27 28
29
30 31