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
101
$5.54M 0.23%
8,143
+1,175
102
$5.5M 0.23%
4,172
+205
103
$5.44M 0.23%
53,696
+24,496
104
$5.4M 0.23%
19,433
+12,633
105
$5.39M 0.22%
55,049
+37,349
106
$5.36M 0.22%
178,984
+13,144
107
$5.23M 0.22%
152,590
+59,090
108
$5.23M 0.22%
2,127
+927
109
$5.03M 0.21%
13,023
+962
110
$5.02M 0.21%
47,211
+36,211
111
$5.01M 0.21%
98,979
+27,979
112
$4.94M 0.21%
+101,924
113
$4.92M 0.2%
23,403
+1,765
114
$4.81M 0.2%
12,058
+880
115
$4.76M 0.2%
47,700
116
$4.69M 0.2%
23,311
+7,611
117
$4.63M 0.19%
12,947
+668
118
$4.51M 0.19%
43,198
+4,198
119
$4.5M 0.19%
22,509
-1,391
120
$4.44M 0.18%
+8,129
121
$4.4M 0.18%
15,386
+11,403
122
$4.4M 0.18%
113,032
+2,732
123
$4.37M 0.18%
65,829
+4,205
124
$4.27M 0.18%
51,009
+7,624
125
$4.23M 0.18%
57,748
+36,748
3 4
5
6 7