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
126
$4.22M 0.18%
19,866
-12,134
127
$4.16M 0.17%
59,400
-3,100
128
$4.11M 0.17%
116,509
+4,794
129
$4.1M 0.17%
21,995
+1,555
130
$4.1M 0.17%
25,144
+844
131
$4.09M 0.17%
13,469
+5,334
132
$4.02M 0.17%
32,322
-1,016
133
$4.02M 0.17%
23,478
+10,906
134
$3.98M 0.17%
43,776
+3,242
135
$3.96M 0.16%
34,236
+2,196
136
$3.93M 0.16%
+53,655
137
$3.92M 0.16%
93,592
+15,205
138
$3.9M 0.16%
100,905
+4,282
139
$3.83M 0.16%
18,423
+1,396
140
$3.82M 0.16%
32,848
+2,380
141
$3.79M 0.16%
+110,215
142
$3.78M 0.16%
14,323
+1,323
143
$3.77M 0.16%
7,544
+1,012
144
$3.75M 0.16%
63,451
145
$3.69M 0.15%
+144,370
146
$3.68M 0.15%
17,832
+788
147
$3.62M 0.15%
12,944
+8,244
148
$3.62M 0.15%
9,928
+281
149
$3.6M 0.15%
238,490
+208,299
150
$3.57M 0.15%
47,042
+8,561
4 5
6
7 8