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
51
$7.52M 0.43%
139,500
+132,536
52
$7.5M 0.43%
25,587
+22,034
53
$7.5M 0.43%
73,719
+66,983
54
$7.36M 0.42%
186,342
+182,883
55
$7.21M 0.42%
53,309
+48,575
56
$7.16M 0.41%
81,345
+74,851
57
$6.92M 0.4%
74,845
+67,741
58
$6.86M 0.4%
41,480
+34,694
59
$6.63M 0.38%
25,378
+19,175
60
$6.4M 0.37%
45,612
+39,883
61
$6.21M 0.36%
108,931
+104,810
62
$6.02M 0.35%
45,686
+39,240
63
$5.76M 0.33%
16,078
+11,468
64
$5.51M 0.32%
74,392
+69,252
65
$5.46M 0.31%
72,711
+66,928
66
$4.97M 0.29%
62,129
+56,877
67
$4.83M 0.28%
20,666
+15,730
68
$4.83M 0.28%
183,270
+180,160
69
$4.78M 0.28%
26,052
+21,601
70
$4.75M 0.27%
115,711
+110,718
71
$4.73M 0.27%
41,906
+37,495
72
$4.61M 0.27%
182,080
+176,325
73
$4.59M 0.26%
26,313
+22,131
74
$4.59M 0.26%
47,136
+45,903
75
$4.57M 0.26%
118,379
+113,482
1 2
3
4 5