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
251
$1.4M 0.05%
40,914
+32,266
252
$1.39M 0.05%
222,629
-19,707
253
$1.39M 0.05%
52,000
254
$1.38M 0.05%
97,000
+12,000
255
$1.33M 0.05%
29,915
256
$1.21M 0.04%
21,522
+1,229
257
$1.18M 0.04%
31,567
+19,500
258
$1.15M 0.04%
27,310
259
$1.14M 0.04%
11,043
-126
260
$1.13M 0.04%
33,424
-60,161
261
$1.13M 0.04%
8,361
-429
262
$1.11M 0.04%
11,722
-135
263
$1.11M 0.04%
5,192
-48
264
$1.11M 0.04%
6,349
-84
265
$1.08M 0.04%
10,847
266
$1.07M 0.04%
3,039
267
$1.05M 0.04%
11,358
-2,210
268
$1.04M 0.04%
3,214
269
$1.03M 0.04%
5,915
-397
270
$984K 0.03%
3,095
-120
271
$981K 0.03%
15,819
+370
272
$973K 0.03%
2,002
-143
273
$968K 0.03%
13,450
274
$964K 0.03%
5,397
275
$949K 0.03%
8,173
9 10
11
12 13