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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
276
$885K 0.02%
32,100
+16,100
277
$866K 0.02%
7,155
-4,900
278
$861K 0.02%
4,468
-913
279
$847K 0.02%
14,417
280
$788K 0.02%
13,590
281
$771K 0.02%
8,256
-800
282
$758K 0.02%
27,096
-29
283
$746K 0.02%
1,320
284
$745K 0.02%
2,305
-43
285
$734K 0.02%
+88,807
286
$734K 0.02%
5,041
287
$727K 0.02%
13,623
288
$725K 0.02%
1,335
289
$720K 0.02%
7,578
290
$715K 0.02%
46,385
-40,000
291
$709K 0.02%
6,541
292
$709K 0.02%
26,756
+11,588
293
$705K 0.02%
19,083
294
$704K 0.02%
3,553
-63
295
$697K 0.01%
20,390
-12,000
296
$684K 0.01%
+9,190
297
$681K 0.01%
2,962
298
$671K 0.01%
4,728
299
$670K 0.01%
1,599
300
$670K 0.01%
90,448
-10,000
10 11
12
13 14