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
126
$4.96M 0.18%
18,174
+950
127
$4.96M 0.18%
+29,784
128
$4.92M 0.17%
19,347
+50
129
$4.92M 0.17%
52,649
-225
130
$4.91M 0.17%
29,705
+1,049
131
$4.81M 0.17%
92,514
-166,926
132
$4.81M 0.17%
35,800
+1,316
133
$4.81M 0.17%
72,237
-31,846
134
$4.78M 0.17%
180,000
135
$4.72M 0.17%
+50,838
136
$4.63M 0.16%
24,834
+277
137
$4.61M 0.16%
65,820
-1,921
138
$4.61M 0.16%
7,014
139
$4.6M 0.16%
12,058
+875
140
$4.57M 0.16%
27,398
+15,178
141
$4.55M 0.16%
+203,824
142
$4.54M 0.16%
52,174
+2,428
143
$4.49M 0.16%
121,770
+4,600
144
$4.48M 0.16%
18,656
145
$4.46M 0.16%
63,451
146
$4.42M 0.16%
12,906
-211
147
$4.41M 0.16%
32,338
148
$4.36M 0.15%
21,646
+4,700
149
$4.23M 0.15%
10,183
+979
150
$4.16M 0.15%
46,697
+2,143
4 5
6
7 8