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
726
$218K 0.01%
16,469
+16,016
727
$218K 0.01%
+2,391
728
$218K 0.01%
3,743
+3,511
729
$217K 0.01%
5,926
+5,705
730
$216K 0.01%
10,289
+10,072
731
$216K 0.01%
9,302
+9,074
732
$216K 0.01%
+1,965
733
$216K 0.01%
2,770
+2,445
734
$216K 0.01%
4,220
+4,002
735
$215K 0.01%
2,983
+2,693
736
$215K 0.01%
+3,508
737
$214K 0.01%
4,436
+4,212
738
$213K 0.01%
+7,964
739
$212K 0.01%
10,344
+10,132
740
$211K 0.01%
192
-90
741
$211K 0.01%
+8,852
742
$211K 0.01%
+2,555
743
$211K 0.01%
6,496
+6,288
744
$209K 0.01%
15,250
+15,030
745
$208K 0.01%
20,125
+19,907
746
$208K 0.01%
5,634
+5,427
747
$208K 0.01%
65,965
+65,656
748
$207K 0.01%
8,230
+8,017
749
$207K 0.01%
+4,329
750
$207K 0.01%
+6,831
28 29
30
31 32