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
$2.64B
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
126
$4.63M 0.17%
15,393
+14,400
127
$4.61M 0.17%
22,611
-2,800
128
$4.56M 0.17%
24,825
129
$4.52M 0.17%
132,926
-131,690
130
$4.5M 0.17%
2,100
+750
131
$4.4M 0.17%
177,118
132
$4.39M 0.17%
28,387
+9,100
133
$4.38M 0.17%
13,520
134
$4.37M 0.17%
36,829
-700
135
$4.27M 0.16%
135,163
136
$4.24M 0.16%
92,910
+2,400
137
$4.23M 0.16%
49,301
-41,353
138
$4.23M 0.16%
50,278
139
$4.22M 0.16%
103,502
140
$4.2M 0.16%
15,026
141
$4.2M 0.16%
6,871
142
$4.16M 0.16%
28,916
143
$4.11M 0.16%
108,780
+13,500
144
$4.1M 0.15%
84,016
145
$4.07M 0.15%
+154,263
146
$4.03M 0.15%
114,203
147
$4M 0.15%
14,801
+4,000
148
$3.96M 0.15%
46,480
-15
149
$3.9M 0.15%
16,284
+4,100
150
$3.89M 0.15%
46,025
-300
4 5
6
7 8