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
201
$2.16M 0.09%
27,070
+11,070
202
$2.09M 0.09%
+39,469
203
$2.08M 0.09%
+45,369
204
$2.03M 0.08%
31,449
+3,449
205
$2.02M 0.08%
14,913
+1,031
206
$2M 0.08%
19,766
+16,914
207
$2M 0.08%
+11,983
208
$1.95M 0.08%
39,880
-4,320
209
$1.94M 0.08%
55,502
+5,502
210
$1.88M 0.08%
222,126
211
$1.73M 0.07%
53,246
+19,346
212
$1.73M 0.07%
5,286
+2,086
213
$1.68M 0.07%
38,319
214
$1.67M 0.07%
23,035
-1,656
215
$1.65M 0.07%
17,151
+8,151
216
$1.64M 0.07%
11,641
-4,859
217
$1.62M 0.07%
5,674
+1,074
218
$1.55M 0.06%
16,081
+13,600
219
$1.49M 0.06%
19,882
+16,482
220
$1.46M 0.06%
12,012
+10,110
221
$1.43M 0.06%
19,376
-2,755
222
$1.41M 0.06%
30,163
+13,363
223
$1.41M 0.06%
12,027
224
$1.39M 0.06%
2,420
-51
225
$1.22M 0.05%
30,679
-3,807
7 8
9
10 11