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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
451
$349K 0.01%
1,378
452
$348K 0.01%
7,926
453
$346K 0.01%
+17,168
454
$344K 0.01%
10,261
455
$344K 0.01%
3,766
-97
456
$344K 0.01%
3,482
457
$343K 0.01%
8,065
-312
458
$341K 0.01%
2,378
459
$341K 0.01%
4,662
460
$341K 0.01%
31,398
461
$340K 0.01%
1,607
462
$338K 0.01%
794
463
$337K 0.01%
4,096
-107
464
$336K 0.01%
2,996
-1,116
465
$336K 0.01%
1,797
-17
466
$336K 0.01%
5,846
467
$335K 0.01%
1,230
468
$335K 0.01%
+4,384
469
$334K 0.01%
3,855
470
$333K 0.01%
1,198
471
$332K 0.01%
2,488
472
$331K 0.01%
4,513
473
$330K 0.01%
7,128
474
$328K 0.01%
5,797
475
$326K 0.01%
8,022
17 18
19
20 21