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
$2.64B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.66M
3
+$6.25M
4
PSA icon
Public Storage
PSA
+$4.33M
5
PLTR icon
Palantir
PLTR
+$4.07M

Top Sells

1
+$128M
2
+$45.6M
3
+$22.8M
4
QCOM icon
Qualcomm
QCOM
+$20.6M
5
K icon
Kellanova
K
+$19.7M

Sector Composition

1 Technology 36.6%
2 Communication Services 12.56%
3 Consumer Discretionary 11.05%
4 Healthcare 10.29%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$208K 0.01%
+1,341
777
$208K 0.01%
+2,663
778
$208K 0.01%
14,560
-451
779
$207K 0.01%
2,197
780
$206K 0.01%
+3,400
781
$206K 0.01%
16,503
782
$205K 0.01%
2,682
-281
783
$205K 0.01%
2,265
784
$205K 0.01%
+7,581
785
$205K 0.01%
+3,169
786
$205K 0.01%
6,990
-254
787
$205K 0.01%
+5,604
788
$204K 0.01%
6,656
-493
789
$204K 0.01%
10,555
790
$204K 0.01%
+3,850
791
$204K 0.01%
641
-641
792
$203K 0.01%
+7,719
793
$203K 0.01%
+854
794
$203K 0.01%
+2,113
795
$203K 0.01%
+1,944
796
$202K 0.01%
+2,880
797
$202K 0.01%
3,327
798
$201K 0.01%
+1,502
799
$201K 0.01%
+800
800
$200K 0.01%
2,481
-96
30 31
32
33 34