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
101
$5.86M 0.21%
67,240
+877
102
$5.85M 0.21%
23,209
-1,456
103
$5.83M 0.21%
141,633
+4,215
104
$5.77M 0.2%
15,393
105
$5.73M 0.2%
20,376
+649
106
$5.68M 0.2%
17,862
107
$5.64M 0.2%
31,918
-4,253
108
$5.55M 0.2%
24,363
+135
109
$5.48M 0.19%
6,481
+600
110
$5.46M 0.19%
29,825
111
$5.39M 0.19%
100,290
-1,203
112
$5.38M 0.19%
+14,139
113
$5.35M 0.19%
82,254
114
$5.35M 0.19%
140,165
+7,451
115
$5.33M 0.19%
24,277
+477
116
$5.22M 0.18%
+57,163
117
$5.22M 0.18%
20,186
-61
118
$5.19M 0.18%
14,092
+484
119
$5.16M 0.18%
77,682
+18,000
120
$5.1M 0.18%
35,131
+3,127
121
$5.1M 0.18%
108,240
-165
122
$5.07M 0.18%
121,028
+40,000
123
$5.04M 0.18%
96,621
+1,391
124
$5M 0.18%
7,588
-18
125
$4.97M 0.18%
17,001