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
76
$7.61M 0.29%
19,674
+3,269
77
$7.56M 0.29%
45,914
-45,432
78
$7.55M 0.29%
142,246
+55,554
79
$7.48M 0.28%
154,500
+15,500
80
$7.48M 0.28%
37,638
81
$7.39M 0.28%
95,053
-23,635
82
$7.39M 0.28%
350,000
83
$7.21M 0.27%
12,907
84
$7.21M 0.27%
63,980
+9,313
85
$7.08M 0.27%
4,544
+32
86
$7.01M 0.26%
240,000
+50,000
87
$6.97M 0.26%
72,521
+69,301
88
$6.7M 0.25%
174,969
-138,961
89
$6.49M 0.25%
32,200
90
$6.47M 0.24%
38,940
91
$6.46M 0.24%
106,140
+36,209
92
$6.45M 0.24%
201,174
93
$6.44M 0.24%
18,593
-2,900
94
$6.24M 0.24%
224,369
+25,340
95
$6.11M 0.23%
148,065
-51,200
96
$5.96M 0.23%
101,958
-70,848
97
$5.89M 0.22%
176,928
+43,504
98
$5.85M 0.22%
90,000
99
$5.7M 0.22%
139,299
+39,702
100
$5.64M 0.21%
19,331