SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
51
$11.4M 0.41%
269,436
+87,884
52
$11.4M 0.4%
150,000
+28,000
53
$11.1M 0.39%
69,970
+16,557
54
$10.9M 0.39%
61,925
+1,898
55
$10.8M 0.38%
65,870
-870
56
$10.7M 0.38%
108,598
-10,312
57
$10.5M 0.37%
16,131
-350
58
$10.5M 0.37%
112,759
-42,654
59
$10.1M 0.36%
65,129
+18,471
60
$10M 0.35%
350,000
61
$10M 0.35%
74,942
+4,910
62
$9.92M 0.35%
33,163
-429
63
$9.75M 0.35%
44,988
+668
64
$9.64M 0.34%
68,518
+3,298
65
$9.61M 0.34%
103,188
+3,361
66
$9.59M 0.34%
38,871
+958
67
$9.35M 0.33%
79,705
-23,983
68
$9.14M 0.32%
127,100
+70,200
69
$9.12M 0.32%
+98,972
70
$9M 0.32%
66,439
+3,615
71
$8.87M 0.31%
259,801
+136,109
72
$8.86M 0.31%
17,645
-2,748
73
$8.84M 0.31%
41,704
-67,710
74
$8.78M 0.31%
182,906
+46,092
75
$8.56M 0.3%
129,132
+3,734