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
151
$2.27M 0.13%
31,039
+29,246
152
$2.27M 0.13%
52,354
+48,176
153
$2.26M 0.13%
20,363
+17,639
154
$2.25M 0.13%
36,098
+33,729
155
$2.22M 0.13%
50,000
+48,251
156
$2.22M 0.13%
16,626
+14,752
157
$2.19M 0.13%
18,637
+13,173
158
$2.18M 0.13%
39,005
+38,784
159
$2.18M 0.13%
59,416
+57,265
160
$2.15M 0.12%
+72,711
161
$2.14M 0.12%
10,284
+8,129
162
$2.09M 0.12%
52,540
+50,251
163
$2.07M 0.12%
7,548
+5,402
164
$2.04M 0.12%
10,876
+9,653
165
$2.04M 0.12%
9,833
+7,894
166
$2.03M 0.12%
8,307
+6,253
167
$2M 0.12%
5,771
+3,758
168
$1.95M 0.11%
10,797
+9,028
169
$1.92M 0.11%
40,701
+38,747
170
$1.9M 0.11%
26,775
+25,075
171
$1.87M 0.11%
7,066
+5,318
172
$1.82M 0.1%
35,560
+26,975
173
$1.81M 0.1%
14,085
+12,463
174
$1.8M 0.1%
64,000
+62,359
175
$1.8M 0.1%
22,328
+20,445
5 6
7
8 9