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
$2.64B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.66M
3
+$6.25M
4
PSA icon
Public Storage
PSA
+$4.33M
5
PLTR icon
Palantir
PLTR
+$4.07M

Top Sells

1
+$128M
2
+$45.6M
3
+$22.8M
4
QCOM icon
Qualcomm
QCOM
+$20.6M
5
K icon
Kellanova
K
+$19.7M

Sector Composition

1 Technology 36.6%
2 Communication Services 12.56%
3 Consumer Discretionary 11.05%
4 Healthcare 10.29%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.9M 0.41%
154,829
+43,301
52
$10.7M 0.4%
168,803
+98,692
53
$10.6M 0.4%
179,316
+33,500
54
$10.5M 0.39%
76,457
+400
55
$10.4M 0.39%
44,444
+8,687
56
$10.1M 0.38%
107,449
+1,179
57
$9.94M 0.38%
99,922
+4,100
58
$9.91M 0.37%
103,869
-398
59
$9.68M 0.37%
90,581
-800
60
$9.63M 0.36%
170,000
+38,000
61
$9.38M 0.35%
33,765
+4,919
62
$9.07M 0.34%
348,700
-64,192
63
$8.72M 0.33%
106,582
+25,202
64
$8.63M 0.33%
55,449
+5,890
65
$8.55M 0.32%
145,117
-24,915
66
$8.4M 0.32%
59,975
-68,342
67
$8.36M 0.32%
98,351
+886
68
$8.2M 0.31%
46,658
69
$8.11M 0.31%
69,563
-18,500
70
$7.95M 0.3%
17,271
71
$7.86M 0.3%
140,000
+17,000
72
$7.86M 0.3%
125,794
-125,794
73
$7.84M 0.3%
3,584
74
$7.84M 0.3%
107,643
-33,843
75
$7.71M 0.29%
44,758
1 2
3
4 5