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
751
$206K 0.01%
+918
752
$205K 0.01%
+5,855
753
$205K 0.01%
1,272
+1,254
754
$205K 0.01%
+3,525
755
$205K 0.01%
3,798
+3,518
756
$205K 0.01%
2,835
+2,589
757
$205K 0.01%
+2,540
758
$204K 0.01%
+2,978
759
$204K 0.01%
295
+72
760
$203K 0.01%
5,820
+5,577
761
$203K 0.01%
+5,662
762
$203K 0.01%
7,300
+7,049
763
$203K 0.01%
+5,673
764
$202K 0.01%
14,764
+14,545
765
$202K 0.01%
3,464
+3,248
766
$201K 0.01%
+1,383
767
$201K 0.01%
+1,180
768
$201K 0.01%
+2,888
769
$201K 0.01%
18,619
+18,441
770
$201K 0.01%
+3,949
771
$198K 0.01%
11,860
+11,668
772
$196K 0.01%
20,840
+20,644
773
$194K 0.01%
11,310
+11,114
774
$192K 0.01%
11,372
+11,088
775
$189K 0.01%
11,526
+11,323
29 30
31
32 33