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
$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
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852
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854
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855
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857
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858
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-4,580
859
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860
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861
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862
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863
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864
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-7,582
865
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-5,951
866
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-8,452
31 32 33 34
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