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
626
$265K 0.01%
1,964
627
$265K 0.01%
3,122
628
$264K 0.01%
3,492
629
$264K 0.01%
758
630
$263K 0.01%
2,375
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631
$263K 0.01%
10,212
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632
$262K 0.01%
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633
$261K 0.01%
+3,643
634
$261K 0.01%
3,328
635
$261K 0.01%
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636
$260K 0.01%
514
637
$260K 0.01%
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638
$259K 0.01%
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639
$258K 0.01%
5,017
-86,397
640
$258K 0.01%
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641
$258K 0.01%
+3,240
642
$257K 0.01%
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643
$257K 0.01%
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$257K 0.01%
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$257K 0.01%
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$257K 0.01%
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647
$256K 0.01%
1,078
648
$256K 0.01%
3,400
649
$256K 0.01%
3,463
-453
650
$256K 0.01%
3,878
24 25
26
27 28