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
101
$3.32M 0.19%
105,969
+105,768
102
$3.31M 0.19%
323,882
+320,599
103
$3.3M 0.19%
20,272
+17,113
104
$3.28M 0.19%
63,208
+59,752
105
$3.27M 0.19%
49,841
+47,207
106
$3.27M 0.19%
102,500
+96,906
107
$3.24M 0.19%
31,962
+28,734
108
$3.21M 0.19%
9,935
+7,215
109
$3.2M 0.18%
10,237
+6,329
110
$3.15M 0.18%
+63,052
111
$3.12M 0.18%
135,000
+132,030
112
$3.05M 0.18%
50,243
+47,334
113
$3.01M 0.17%
64,253
+61,099
114
$3M 0.17%
50,414
+47,580
115
$2.98M 0.17%
12,535
+9,805
116
$2.97M 0.17%
158,080
+129,780
117
$2.96M 0.17%
33,774
+31,136
118
$2.96M 0.17%
8,123
+4,165
119
$2.94M 0.17%
14,308
+11,905
120
$2.86M 0.16%
94,171
+91,717
121
$2.86M 0.16%
24,344
+20,331
122
$2.85M 0.16%
115,800
+70,830
123
$2.83M 0.16%
24,010
+20,966
124
$2.83M 0.16%
28,950
+26,391
125
$2.77M 0.16%
19,846
+13,194
3 4
5
6 7