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
76
$4.54M 0.26%
32,580
+27,844
77
$4.51M 0.26%
238,749
+233,606
78
$4.37M 0.25%
20,520
+16,277
79
$4.36M 0.25%
106,384
+101,897
80
$4.33M 0.25%
290,475
+213,450
81
$4.28M 0.25%
65,739
+61,613
82
$4.24M 0.24%
49,929
+45,635
83
$4.14M 0.24%
47,227
+43,222
84
$4.12M 0.24%
50,280
+37,662
85
$4.09M 0.24%
81,392
+80,836
86
$4.09M 0.24%
110,946
+100,344
87
$3.99M 0.23%
19,173
+14,633
88
$3.97M 0.23%
39,311
+28,092
89
$3.95M 0.23%
19,682
+16,219
90
$3.82M 0.22%
18,669
+15,085
91
$3.65M 0.21%
93,027
+89,370
92
$3.62M 0.21%
92,300
+87,495
93
$3.58M 0.21%
+72,713
94
$3.57M 0.21%
35,973
+32,565
95
$3.52M 0.2%
113,266
+109,568
96
$3.5M 0.2%
38,425
+35,033
97
$3.49M 0.2%
7,446
+4,050
98
$3.45M 0.2%
54,451
+50,506
99
$3.45M 0.2%
73,071
+69,744
100
$3.44M 0.2%
29,502
+26,161
2 3
4
5 6