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
826
$117K ﹤0.01%
5,061
827
$106K ﹤0.01%
12,535
828
$97K ﹤0.01%
+890
829
$93K ﹤0.01%
10,635
830
$91K ﹤0.01%
6,136
831
$72K ﹤0.01%
+1,369
832
$54K ﹤0.01%
14,456
833
$49K ﹤0.01%
15,727
834
$40K ﹤0.01%
+340
835
$37K ﹤0.01%
+3,341
836
$36K ﹤0.01%
1,284
837
$34K ﹤0.01%
+450
838
$31K ﹤0.01%
+100
839
$20K ﹤0.01%
+910
840
$12K ﹤0.01%
+100
841
$11K ﹤0.01%
+92
842
– –
-11,377
843
– –
-2,266
844
– –
-4,167
845
– –
-2,314
846
– –
-20,796
847
– –
-28,705
848
– –
-11,350
849
– –
-4,363
850
– –
-15,550
32 33
34
35 36