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
801
$200K 0.01%
+740
802
$200K 0.01%
+2,663
803
$200K 0.01%
+2,060
804
$200K 0.01%
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$199K 0.01%
+4,078
806
$191K 0.01%
10,530
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807
$183K 0.01%
13,249
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808
$181K 0.01%
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809
$180K 0.01%
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810
$179K 0.01%
+4,202
811
$175K 0.01%
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812
$168K 0.01%
17,376
813
$162K 0.01%
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814
$155K 0.01%
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815
$155K 0.01%
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816
$153K 0.01%
11,409
817
$142K 0.01%
16,503
818
$140K 0.01%
+17,040
819
$138K ﹤0.01%
683
820
$132K ﹤0.01%
32,702
821
$129K ﹤0.01%
13,438
822
$127K ﹤0.01%
12,121
823
$127K ﹤0.01%
+4,413
824
$123K ﹤0.01%
2,049
825
$122K ﹤0.01%
10,182
31 32
33
34 35