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
176
$3.45M 0.12%
26,066
+3,724
177
$3.42M 0.12%
82,328
-126,796
178
$3.37M 0.12%
30,115
179
$3.35M 0.12%
9,434
+61
180
$3.35M 0.12%
9,325
-132
181
$3.31M 0.12%
+30,565
182
$3.31M 0.12%
103,384
-236,122
183
$3.26M 0.12%
14,255
184
$3.26M 0.12%
24,113
-424
185
$3.23M 0.11%
8,439
-49
186
$3.2M 0.11%
84,532
+2,256
187
$3.19M 0.11%
21,419
-100
188
$3.18M 0.11%
19,700
+1,900
189
$3.16M 0.11%
11,270
-62
190
$3.15M 0.11%
7,905
+35
191
$3.11M 0.11%
7,764
192
$3.11M 0.11%
8,977
-69
193
$3.04M 0.11%
18,397
-97
194
$3.01M 0.11%
18,385
-235
195
$2.98M 0.11%
13,276
+2,339
196
$2.94M 0.1%
20,922
-75,500
197
$2.92M 0.1%
7,889
198
$2.9M 0.1%
64,131
-1,740
199
$2.88M 0.1%
19,300
200
$2.86M 0.1%
28,083
+650
6 7
8
9 10