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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
301
$669K 0.01%
+1,573
302
$669K 0.01%
3,294
-79
303
$664K 0.01%
5,676
304
$662K 0.01%
2,346
305
$658K 0.01%
7,314
306
$634K 0.01%
5,286
-1,217
307
$626K 0.01%
8,172
308
$612K 0.01%
31,388
309
$605K 0.01%
3,284
310
$603K 0.01%
9,128
-249
311
$603K 0.01%
200,300
312
$598K 0.01%
5,552
313
$598K 0.01%
7,159
-50,700
314
$596K 0.01%
42,600
-40,817
315
$591K 0.01%
+11,735
316
$584K 0.01%
3,278
317
$584K 0.01%
5,919
318
$582K 0.01%
4,018
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319
$579K 0.01%
+5,175
320
$577K 0.01%
5,547
321
$568K 0.01%
+14,393
322
$567K 0.01%
2,228
323
$561K 0.01%
22,588
+9,590
324
$558K 0.01%
9,221
325
$554K 0.01%
18,323
-18,700
11 12
13
14 15