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
201
$2.85M 0.1%
68,235
202
$2.85M 0.1%
37,178
-18,800
203
$2.81M 0.1%
10,188
-1,082
204
$2.81M 0.1%
6,055
-28
205
$2.76M 0.1%
135,000
206
$2.76M 0.1%
46,935
+1,249
207
$2.75M 0.1%
46,658
+805
208
$2.75M 0.1%
182,000
+44,000
209
$2.73M 0.1%
46,140
+1,106
210
$2.72M 0.1%
107,387
-3,024
211
$2.65M 0.09%
61,746
-87,200
212
$2.58M 0.09%
43,045
213
$2.53M 0.09%
27,537
-26,347
214
$2.51M 0.09%
9,877
-72
215
$2.5M 0.09%
42,580
216
$2.46M 0.09%
9,074
-60
217
$2.46M 0.09%
15,779
+14,000
218
$2.45M 0.09%
16,083
219
$2.36M 0.08%
12,483
220
$2.35M 0.08%
29,848
-683
221
$2.35M 0.08%
15,169
+537
222
$2.3M 0.08%
34,413
+110
223
$2.29M 0.08%
26,834
-9,200
224
$2.27M 0.08%
109,368
-20,803
225
$2.25M 0.08%
14,537
7 8
9
10 11