SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+10.42%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$2.81B
AUM Growth
+$265M
(+10%)
Cap. Flow
+$54.1M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
31.98%
Holding
895
New
95
Increased
140
Reduced
312
Closed
54
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$17.8M |
| 2 |
RTX Corp
RTX
|
$9.5M |
| 3 |
Wabtec
WAB
|
$9.12M |
| 4 |
The Mosaic Company
MOS
|
$8.04M |
| 5 |
TJX Companies
TJX
|
$7.68M |
Top Sells
| 1 |
XLNX
Xilinx Inc
XLNX
|
$14.4M |
| 2 |
Apple
AAPL
|
$13.4M |
| 3 |
Tesla
TSLA
|
$13.3M |
| 4 |
Dollar Tree
DLTR
|
$10.6M |
| 5 |
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% |
