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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
401
$420K 0.01%
536
402
$417K 0.01%
1,170
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403
$417K 0.01%
5,513
404
$416K 0.01%
6,861
405
$413K 0.01%
904
-20
406
$412K 0.01%
5,060
407
$410K 0.01%
12,271
-268
408
$409K 0.01%
9,699
409
$408K 0.01%
1,210
+582
410
$407K 0.01%
3,904
411
$407K 0.01%
17,991
-744
412
$404K 0.01%
6,057
413
$403K 0.01%
3,565
414
$401K 0.01%
4,152
415
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304
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416
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9,672
-355
417
$399K 0.01%
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418
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3,924
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$397K 0.01%
795
421
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1,924
422
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1,007
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423
$393K 0.01%
2,366
424
$393K 0.01%
6,920
+138
425
$392K 0.01%
25,839
15 16
17
18 19