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
326
$593K 0.02%
7,535
+1,790
327
$592K 0.02%
7,519
-472
328
$592K 0.02%
6,595
329
$591K 0.02%
7,635
-720
330
$588K 0.02%
1,812
-91
331
$581K 0.02%
2,897
-70
332
$581K 0.02%
9,194
333
$573K 0.02%
2,574
+33
334
$571K 0.02%
2,900
335
$567K 0.02%
5,674
-319
336
$563K 0.02%
5,484
-131
337
$562K 0.02%
8,390
338
$560K 0.02%
4,619
339
$557K 0.02%
3,046
340
$557K 0.02%
7,228
-341
341
$557K 0.02%
835
-40
342
$552K 0.02%
5,435
-21,300
343
$548K 0.02%
3,599
-161
344
$547K 0.02%
1,747
-106
345
$546K 0.02%
3,364
-162
346
$543K 0.02%
3,457
347
$543K 0.02%
2,214
348
$542K 0.02%
1,785
349
$540K 0.02%
1,865
-48
350
$539K 0.02%
5,258
-34,830
12 13
14
15 16