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SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.67B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.4M
3
+$13.3M
4
EMR icon
Emerson Electric
EMR
+$12M
5
JNJ icon
Johnson & Johnson
JNJ
+$11M

Top Sells

1
+$16.8M
2
+$15.5M
3
+$15.2M
4
NVDA icon
NVIDIA
NVDA
+$8.94M
5
OMC icon
Omnicom Group
OMC
+$7.42M

Sector Composition

1 Technology 44.67%
2 Communication Services 12.56%
3 Consumer Discretionary 11.43%
4 Industrials 6.78%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.78M 0.04%
13,445
-3,600
227
$1.77M 0.04%
24,505
+1,505
228
$1.76M 0.04%
18,450
-244
229
$1.75M 0.04%
9,840
-3,942
230
$1.74M 0.04%
6,244
-8,500
231
$1.68M 0.04%
13,092
-11,793
232
$1.66M 0.04%
18,535
233
$1.63M 0.04%
24,173
234
$1.62M 0.03%
45,543
235
$1.61M 0.03%
25,580
+72
236
$1.59M 0.03%
35,092
237
$1.57M 0.03%
11,508
-77
238
$1.52M 0.03%
10,070
+70
239
$1.5M 0.03%
13,128
-15,100
240
$1.5M 0.03%
18,798
-1,500
241
$1.5M 0.03%
4,818
-2,400
242
$1.46M 0.03%
45,308
243
$1.44M 0.03%
90,942
-14,900
244
$1.44M 0.03%
8,870
-104
245
$1.37M 0.03%
20,830
246
$1.37M 0.03%
7,137
-2,848
247
$1.36M 0.03%
17,724
-119
248
$1.33M 0.03%
4,252
-15
249
$1.32M 0.03%
9,444
-7,924
250
$1.31M 0.03%
2,701
-6,228
8 9
10
11 12