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
801
$119K 0.01%
23,938
+23,815
802
$119K 0.01%
13,996
+13,963
803
$117K 0.01%
+10,029
804
$115K 0.01%
4,623
+4,602
805
$114K 0.01%
20,091
+19,970
806
$111K 0.01%
5,390
+5,370
807
$104K 0.01%
11,420
+11,297
808
$101K 0.01%
+14,547
809
$98K 0.01%
14,087
+13,904
810
$96K 0.01%
13,127
+12,986
811
$96K 0.01%
664
+662
812
$94K 0.01%
1,427
+1,416
813
$91K 0.01%
12,338
+12,223
814
$90K 0.01%
+10,511
815
$90K 0.01%
11,003
+10,887
816
$83K ﹤0.01%
20,210
+20,048
817
$79K ﹤0.01%
10,760
+10,683
818
$77K ﹤0.01%
10,000
+9,947
819
$75K ﹤0.01%
15,178
+15,056
820
$75K ﹤0.01%
31,639
+31,552
821
$72K ﹤0.01%
11,197
+11,113
822
$71K ﹤0.01%
2,074
+2,062
823
$70K ﹤0.01%
11,401
+11,321
824
$58K ﹤0.01%
46,431
+46,336
825
$56K ﹤0.01%
40,888
+40,472
31 32
33
34 35