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
201
$1.41M 0.08%
28,118
+26,738
202
$1.39M 0.08%
8,210
+5,924
203
$1.36M 0.08%
24,395
+22,937
204
$1.33M 0.08%
54,000
+52,941
205
$1.32M 0.08%
29,065
+27,626
206
$1.31M 0.08%
15,309
+13,949
207
$1.29M 0.07%
72,001
+70,380
208
$1.29M 0.07%
35,926
+34,199
209
$1.26M 0.07%
57,790
+56,461
210
$1.26M 0.07%
47,412
+46,264
211
$1.25M 0.07%
88,000
+86,867
212
$1.24M 0.07%
10,922
+9,872
213
$1.24M 0.07%
11,718
+10,679
214
$1.24M 0.07%
27,623
+26,377
215
$1.22M 0.07%
8,640
+7,408
216
$1.21M 0.07%
45,437
+44,121
217
$1.2M 0.07%
55,000
+52,789
218
$1.19M 0.07%
32,564
+31,369
219
$1.19M 0.07%
11,554
+10,185
220
$1.19M 0.07%
9,583
+8,451
221
$1.18M 0.07%
8,165
+6,568
222
$1.16M 0.07%
6,265
+5,223
223
$1.14M 0.07%
26,697
+25,586
224
$1.13M 0.06%
6,665
+5,451
225
$1.1M 0.06%
50,614
+49,298
7 8
9
10 11