SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$149M
3
+$78.1M
4
NVDA icon
NVIDIA
NVDA
+$59.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$46.9M

Top Sells

1
+$6.8M
2
+$4.2M
3
+$3.04M
4
EQIX icon
Equinix
EQIX
+$3.02M
5
BA icon
Boeing
BA
+$2.58M

Sector Composition

1 Technology 35.94%
2 Consumer Discretionary 12.16%
3 Communication Services 11.21%
4 Healthcare 10.03%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.48M 0.35%
149,335
+129,035
77
$8.43M 0.35%
68,705
+34,105
78
$8.34M 0.35%
108,190
+73,890
79
$8.32M 0.35%
83,138
+49,638
80
$8.27M 0.34%
125,079
+85,079
81
$7.86M 0.33%
35,301
+2,579
82
$7.61M 0.32%
265,977
+207,977
83
$7.58M 0.32%
264,900
+40,400
84
$7.55M 0.31%
49,176
+18,872
85
$7.49M 0.31%
9,119
+673
86
$7.49M 0.31%
100,769
+69,769
87
$7.42M 0.31%
197,364
+114,852
88
$7.33M 0.31%
44,909
+29,909
89
$7.2M 0.3%
22,862
+2,614
90
$6.67M 0.28%
125,880
+18,310
91
$6.43M 0.27%
28,186
+5,686
92
$6.31M 0.26%
74,437
+72,080
93
$6.24M 0.26%
270,600
+170,600
94
$6.18M 0.26%
125,820
+44,820
95
$6.1M 0.25%
+60,353
96
$5.99M 0.25%
36,091
+11,122
97
$5.7M 0.24%
18,081
+14,081
98
$5.68M 0.24%
66,401
+4,667
99
$5.61M 0.23%
405,433
+204,897
100
$5.58M 0.23%
167,310
+47,734
2 3
4
5 6