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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
476
$325K 0.01%
+6,206
477
$324K 0.01%
1,376
478
$322K 0.01%
5,823
479
$321K 0.01%
931
-23
480
$320K 0.01%
4,675
481
$320K 0.01%
2,588
482
$318K 0.01%
2,382
483
$318K 0.01%
1,041
484
$318K 0.01%
8,443
485
$318K 0.01%
1,725
486
$318K 0.01%
5,523
487
$316K 0.01%
7,687
-285
488
$315K 0.01%
746
-21
489
$315K 0.01%
1,466
490
$314K 0.01%
2,478
491
$314K 0.01%
3,023
492
$312K 0.01%
2,358
493
$312K 0.01%
1,662
-54
494
$312K 0.01%
7,951
495
$308K 0.01%
3,385
496
$308K 0.01%
2,335
497
$306K 0.01%
22,925
498
$306K 0.01%
1,559
-34
499
$305K 0.01%
1,044
-75
500
$304K 0.01%
10,992
18 19
20
21 22