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
176
$1.8M 0.1%
83,000
+81,506
177
$1.77M 0.1%
123,934
+122,238
178
$1.76M 0.1%
14,935
+13,152
179
$1.76M 0.1%
108,096
+101,144
180
$1.76M 0.1%
10,999
+9,465
181
$1.7M 0.1%
10,936
+9,234
182
$1.7M 0.1%
12,777
+11,257
183
$1.68M 0.1%
31,430
+29,772
184
$1.65M 0.09%
31,384
+29,718
185
$1.64M 0.09%
50,000
+48,445
186
$1.6M 0.09%
26,827
+25,474
187
$1.59M 0.09%
79,409
+77,906
188
$1.58M 0.09%
13,681
+11,950
189
$1.57M 0.09%
110,000
+108,489
190
$1.54M 0.09%
30,096
+24,200
191
$1.53M 0.09%
24,771
+23,053
192
$1.52M 0.09%
23,186
+21,684
193
$1.51M 0.09%
17,166
+15,495
194
$1.48M 0.09%
40,186
+38,430
195
$1.48M 0.09%
210,726
+209,355
196
$1.47M 0.08%
17,020
+15,534
197
$1.47M 0.08%
45,049
+43,618
198
$1.47M 0.08%
9,668
+8,603
199
$1.44M 0.08%
52,967
+51,429
200
$1.44M 0.08%
11,000
+10,371
6 7
8
9 10