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
151
$3.56M 0.15%
+47,181
152
$3.54M 0.15%
17,725
+8,725
153
$3.54M 0.15%
24,183
+1,183
154
$3.54M 0.15%
30,907
+2,479
155
$3.44M 0.14%
27,387
+987
156
$3.41M 0.14%
49,072
-535
157
$3.39M 0.14%
34,722
+6,422
158
$3.35M 0.14%
49,698
+6,531
159
$3.33M 0.14%
+113,322
160
$3.21M 0.13%
+103,625
161
$3.2M 0.13%
26,581
+4,804
162
$3.2M 0.13%
92,576
+24,359
163
$3.17M 0.13%
18,618
+1,190
164
$3.15M 0.13%
63,036
+54,000
165
$3.14M 0.13%
16,205
+11,584
166
$3.14M 0.13%
29,585
+2,209
167
$3.14M 0.13%
49,124
+11,424
168
$3.11M 0.13%
13,735
+980
169
$3.1M 0.13%
42,995
170
$3.09M 0.13%
+52,121
171
$3.04M 0.13%
+75,072
172
$3.01M 0.13%
10,193
+3,835
173
$3M 0.12%
43,082
+9,082
174
$2.96M 0.12%
14,644
-1,259
175
$2.96M 0.12%
18,482
-518
5 6
7
8 9