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
826
$52K ﹤0.01%
11,050
+10,995
827
$47K ﹤0.01%
24,903
+24,832
828
$45K ﹤0.01%
770
+768
829
$39K ﹤0.01%
11,607
+11,552
830
$36K ﹤0.01%
31,537
+31,490
831
$29K ﹤0.01%
11,035
+10,994
832
$21K ﹤0.01%
12,600
+12,571
833
$20K ﹤0.01%
15,582
+15,509
834
$19K ﹤0.01%
10,665
+10,644
835
$18K ﹤0.01%
16,968
+16,942
836
$10K ﹤0.01%
827
+826
837
– –
-228
838
– –
-202
839
– –
-800
840
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-228
841
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-420
842
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-204
843
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-347
844
– –
-789
845
– –
-215
846
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-1,377
847
– –
-404
848
– –
-237
849
– –
-207
850
– –
-238
32 33
34
35 36