SCM
Shelton Capital Management Portfolio holdings
AUM
$5.07B
1-Year Est. Return
30.57%
This Fund
S&P 500
1 Year Est. Return
+30.57%
AUM
$5.07B
AUM Growth
+$397M
(+8.5%)
Holding
767
Top Buys
| 1 | +$31.3M | |
| 2 | +$30.8M | |
| 3 | +$28.8M | |
| 4 |
Aflac
AFL
|
+$25M |
| 5 |
Meta Platforms (Facebook)
META
|
+$25M |
Top Sells
| 1 | +$60.3M | |
| 2 | +$29.8M | |
| 3 | +$28.4M | |
| 4 |
HP
HPQ
|
+$25.2M |
| 5 |
NVIDIA
NVDA
|
+$22.3M |
Sector Composition
| 1 | Technology | 42.64% |
| 2 | Communication Services | 12.52% |
| 3 | Consumer Discretionary | 11.36% |
| 4 | Healthcare | 7.47% |
| 5 | Financials | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Piper Sandler
PIPR
$4.99B
| – | – |
-588
|
|
||
752
Qfin Holdings
QFIN
$1.9B
| – | – |
-7,300
|
|
||
753
Qiagen
QGEN
$9.69B
| – | – |
-5,801
|
|
||
754
Resideo Technologies
REZI
$5.59B
| – | – |
-5,373
|
|
||
755
ResMed
RMD
$37.5B
| – | – |
-794
|
|
||
756
Ryan Specialty Holdings
RYAN
$5.05B
| – | – |
-3,774
|
|
||
757
SLM Corp
SLM
$3.7B
| – | – |
-7,625
|
|
||
758
SPX Corp
SPXC
$11B
| – | – |
-1,797
|
|
||
759
Sysco
SYY
$42.1B
| – | – |
-2,627
|
|
||
760
Taylor Morrison
TMHC
$6.07B
| – | – |
-3,670
|
|
||
761
Terreno Realty
TRNO
$6.81B
| – | – |
-3,647
|
|
||
762
UFP Industries
UFPI
$5.78B
| – | – |
-2,175
|
|
||
763
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-1,032
|
|
||
764
Vornado Realty Trust
VNO
$5.07B
| – | – |
-5,889
|
|
||
765
Vontier
VNT
$5.68B
| – | – |
-5,327
|
|
||
766
WEC Energy
WEC
$37.7B
| – | – |
-1,770
|
|
||
767
Wyndham Hotels & Resorts
WH
$5.97B
| – | – |
-2,785
|
|