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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
26
$30.1M 0.65%
147,951
+12,291
27
$29M 0.62%
134,250
+10,325
28
$28.6M 0.61%
426,056
+36,468
29
$28.6M 0.61%
63,853
-968
30
$28.2M 0.6%
335,776
+73,831
31
$28.1M 0.6%
151,713
+64,326
32
$26.4M 0.56%
391,757
+32,282
33
$25.5M 0.55%
35,452
-5,561
34
$25.2M 0.54%
926,860
+189,558
35
$24.6M 0.53%
134,084
-17,484
36
$24.4M 0.52%
145,842
-21,072
37
$24.1M 0.52%
548,880
+61,689
38
$23.8M 0.51%
72,222
-989
39
$23.3M 0.5%
82,417
-1,027
40
$23M 0.49%
65,342
-1,050
41
$22.5M 0.48%
154,081
-120,734
42
$22M 0.47%
54,309
+11,447
43
$22M 0.47%
131,479
-3,257
44
$21.9M 0.47%
131,725
+307
45
$21.9M 0.47%
51,913
+9,777
46
$21.7M 0.46%
105,976
-5,036
47
$21.6M 0.46%
79,525
-3,175
48
$21.2M 0.45%
171,156
+3,855
49
$21M 0.45%
187,594
+8,707
50
$20.7M 0.44%
228,051
+154
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