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
776
$180K 0.01%
10,422
+10,186
777
$180K 0.01%
11,778
+11,548
778
$178K 0.01%
10,116
+9,944
779
$171K 0.01%
19,974
+19,692
780
$168K 0.01%
43,298
+43,171
781
$165K 0.01%
11,987
+11,818
782
$154K 0.01%
13,284
+13,157
783
$147K 0.01%
+12,762
784
$146K 0.01%
33,193
+33,040
785
$145K 0.01%
+14,066
786
$144K 0.01%
11,257
+11,096
787
$142K 0.01%
12,375
+12,202
788
$139K 0.01%
16,800
+16,602
789
$138K 0.01%
12,975
+12,848
790
$137K 0.01%
37,014
+36,872
791
$136K 0.01%
10,070
+9,943
792
$133K 0.01%
11,045
+10,930
793
$132K 0.01%
+11,406
794
$129K 0.01%
332
+331
795
$124K 0.01%
12,878
+12,782
796
$123K 0.01%
17,033
+16,900
797
$122K 0.01%
4,950
+4,928
798
$121K 0.01%
13,968
+13,858
799
$121K 0.01%
10,506
+10,386
800
$119K 0.01%
10,698
+10,572
30 31
32
33 34