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
126
$2.77M 0.16%
39,482
+36,763
127
$2.73M 0.16%
38,158
+35,543
128
$2.68M 0.15%
+100,718
129
$2.67M 0.15%
20,343
+17,593
130
$2.63M 0.15%
140,000
+138,032
131
$2.59M 0.15%
50,892
+48,340
132
$2.54M 0.15%
57,924
+54,475
133
$2.5M 0.14%
57,995
+55,454
134
$2.5M 0.14%
120,143
+117,647
135
$2.48M 0.14%
30,332
+26,423
136
$2.47M 0.14%
+492,528
137
$2.42M 0.14%
28,324
+26,072
138
$2.4M 0.14%
22,329
+19,963
139
$2.39M 0.14%
40,240
+32,108
140
$2.38M 0.14%
12,440
+10,255
141
$2.38M 0.14%
49,809
+46,405
142
$2.38M 0.14%
46,600
+44,194
143
$2.37M 0.14%
11,336
+9,278
144
$2.37M 0.14%
78,248
+75,889
145
$2.34M 0.13%
3,829
+1,885
146
$2.3M 0.13%
24,618
+22,313
147
$2.3M 0.13%
29,755
+27,301
148
$2.29M 0.13%
26,211
+24,120
149
$2.28M 0.13%
15,545
+13,478
150
$2.28M 0.13%
8,266
+6,418
4 5
6
7 8