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
176
$3.33M 0.13%
17,000
177
$3.32M 0.13%
50,351
+1,203
178
$3.29M 0.12%
49,278
+9,322
179
$3.26M 0.12%
69,270
-65,670
180
$3.25M 0.12%
46,879
181
$3.22M 0.12%
14,494
182
$3.18M 0.12%
91,000
+29,000
183
$3.18M 0.12%
13,140
-400
184
$3.17M 0.12%
54,385
185
$3.17M 0.12%
21,916
-13,516
186
$3.17M 0.12%
27,549
+2,700
187
$3.16M 0.12%
27,433
-2,367
188
$3.13M 0.12%
11,332
189
$3.13M 0.12%
10,477
190
$3.08M 0.12%
45,718
+23,482
191
$3.08M 0.12%
18,620
+13,300
192
$3.03M 0.11%
37,254
+9,500
193
$3.03M 0.11%
39,157
+1,713
194
$3.02M 0.11%
81,020
195
$2.95M 0.11%
30,115
+4,000
196
$2.79M 0.11%
7,870
-600
197
$2.79M 0.11%
14,537
198
$2.78M 0.11%
+51,800
199
$2.72M 0.1%
45,686
-45,685
200
$2.71M 0.1%
82,276
6 7
8
9 10