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
701
$147K 0.01%
12,535
702
$140K 0.01%
11,295
-969
703
$139K 0.01%
+52,497
704
$139K 0.01%
12,806
-1,425
705
$138K 0.01%
10,260
706
$138K 0.01%
12,223
707
$138K 0.01%
11,960
708
$134K 0.01%
11,988
709
$128K 0.01%
13,396
-1,397
710
$124K 0.01%
10,872
711
$123K 0.01%
16,855
712
$118K ﹤0.01%
11,987
-1,502
713
$116K ﹤0.01%
20,127
714
$114K ﹤0.01%
21,704
+3,113
715
$114K ﹤0.01%
11,312
716
$106K ﹤0.01%
10,635
717
$97K ﹤0.01%
11,928
-1,510
718
$83K ﹤0.01%
19,338
719
$74K ﹤0.01%
+11,786
720
$52.8K ﹤0.01%
14,870
721
$51K ﹤0.01%
10,779
722
$8.34K ﹤0.01%
791
723
– –
-1,736
724
– –
-5,525
725
– –
-4,542
27 28
29
30 31