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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
426
$387K 0.01%
3,158
427
$386K 0.01%
1,137
-43
428
$386K 0.01%
9,847
429
$382K 0.01%
18,910
430
$381K 0.01%
5,830
431
$379K 0.01%
1,384
432
$378K 0.01%
11,365
433
$378K 0.01%
1,097
434
$378K 0.01%
3,470
-377
435
$374K 0.01%
2,567
436
$374K 0.01%
4,002
437
$367K 0.01%
1,221
-31
438
$365K 0.01%
4,407
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439
$363K 0.01%
4,954
440
$361K 0.01%
6,713
441
$359K 0.01%
8,899
442
$359K 0.01%
1,374
443
$357K 0.01%
5,559
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$356K 0.01%
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445
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446
$353K 0.01%
2,412
-76
447
$352K 0.01%
4,300
448
$351K 0.01%
2,533
449
$351K 0.01%
6,300
450
$349K 0.01%
2,022
16 17
18
19 20