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
151
$3.88M 0.15%
31,269
152
$3.87M 0.15%
16,207
153
$3.85M 0.15%
57,594
+32,000
154
$3.83M 0.14%
74,054
155
$3.83M 0.14%
28,057
156
$3.83M 0.14%
15,700
-15,700
157
$3.81M 0.14%
15,597
158
$3.78M 0.14%
112,000
+17,000
159
$3.74M 0.14%
53,682
+23,000
160
$3.7M 0.14%
10,137
161
$3.68M 0.14%
4,581
-2,900
162
$3.67M 0.14%
13,311
163
$3.63M 0.14%
15,835
-800
164
$3.63M 0.14%
48,440
-43,852
165
$3.6M 0.14%
33,676
166
$3.58M 0.14%
28,172
+3,957
167
$3.57M 0.13%
9,424
-9,424
168
$3.55M 0.13%
50,152
+250
169
$3.52M 0.13%
19,188
170
$3.5M 0.13%
127,908
+4,804
171
$3.48M 0.13%
21,585
172
$3.46M 0.13%
36,264
173
$3.45M 0.13%
9,457
-5,000
174
$3.45M 0.13%
11,928
+3,300
175
$3.42M 0.13%
31,823
-31,123
5 6
7
8 9