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
451
$385K 0.01%
4,033
-303
452
$385K 0.01%
829
453
$380K 0.01%
3,276
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454
$380K 0.01%
7,062
455
$374K 0.01%
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456
$374K 0.01%
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457
$373K 0.01%
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458
$372K 0.01%
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459
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7,761
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$371K 0.01%
2,181
461
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462
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5,436
463
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467
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468
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470
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471
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2,028
-115
473
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7,144
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474
$361K 0.01%
2,263
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475
$360K 0.01%
3,285
17 18
19
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