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
$2.81B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$9.5M
3
+$9.12M
4
MOS icon
The Mosaic Company
MOS
+$8.04M
5
TJX icon
TJX Companies
TJX
+$7.68M

Top Sells

1
+$14.4M
2
+$13.4M
3
+$13.3M
4
DLTR icon
Dollar Tree
DLTR
+$10.6M
5
NVDA icon
NVIDIA
NVDA
+$9.66M

Sector Composition

1 Technology 37.38%
2 Consumer Discretionary 12.99%
3 Communication Services 12.94%
4 Healthcare 9.63%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.24M 0.08%
19,000
+6,000
227
$2.19M 0.08%
34,486
228
$2.18M 0.08%
143,000
229
$2.17M 0.08%
44,904
-9,900
230
$2.11M 0.07%
113,326
-682
231
$2.09M 0.07%
34,666
-435
232
$2.08M 0.07%
35,703
+4,427
233
$1.96M 0.07%
7,325
+439
234
$1.96M 0.07%
21,477
235
$1.95M 0.07%
16,900
-123
236
$1.94M 0.07%
26,751
+300
237
$1.94M 0.07%
2,903
-32
238
$1.79M 0.06%
25,569
-116,149
239
$1.78M 0.06%
48,000
240
$1.77M 0.06%
151,000
241
$1.73M 0.06%
78,000
242
$1.67M 0.06%
4,024
-51
243
$1.65M 0.06%
103,184
244
$1.63M 0.06%
14,049
-8,500
245
$1.54M 0.05%
85,000
246
$1.53M 0.05%
10,188
+2,988
247
$1.52M 0.05%
13,600
248
$1.44M 0.05%
48,192
-300
249
$1.44M 0.05%
27,326
-2,600
250
$1.43M 0.05%
4,886
-158
8 9
10
11 12