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
51
$10.5M 0.44%
100,243
+45,243
52
$10.5M 0.44%
80,338
+45,938
53
$10.4M 0.43%
197,629
+121,629
54
$10.3M 0.43%
122,180
+77,180
55
$10.3M 0.43%
32,132
+9,132
56
$10.1M 0.42%
525,981
+251,381
57
$10.1M 0.42%
44,592
+24,992
58
$9.95M 0.41%
104,120
+64,120
59
$9.83M 0.41%
168,251
+108,251
60
$9.77M 0.41%
119,509
+24,509
61
$9.74M 0.41%
157,064
+79,864
62
$9.58M 0.4%
+279,284
63
$9.57M 0.4%
169,110
+121,110
64
$9.41M 0.39%
44,746
+34,025
65
$9.34M 0.39%
267,228
-69,472
66
$9.3M 0.39%
30,105
+17,105
67
$9.22M 0.38%
19,514
+11,514
68
$9.21M 0.38%
126,558
+99,058
69
$9.14M 0.38%
131,107
+23,386
70
$9.08M 0.38%
143,592
+113,592
71
$8.86M 0.37%
72,093
+4,231
72
$8.8M 0.37%
145,919
+60,162
73
$8.76M 0.37%
39,223
+5,383
74
$8.65M 0.36%
119,320
+109,320
75
$8.62M 0.36%
43,695
+3,522
1 2
3
4 5