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
276
$941K 0.03%
10,982
-386
277
$926K 0.03%
8,831
+500
278
$923K 0.03%
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279
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8,933
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280
$905K 0.03%
9,000
-1,070
281
$901K 0.03%
6,067
-137
282
$886K 0.03%
19,539
283
$868K 0.03%
20,000
284
$846K 0.03%
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285
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3,982
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286
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287
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288
$816K 0.03%
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289
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6,215
290
$794K 0.03%
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291
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-137
292
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294
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295
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296
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31,572
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297
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2,865
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299
$731K 0.03%
1,549
300
$728K 0.03%
9,365
-300
10 11
12
13 14