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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
501
$303K 0.01%
10,696
502
$302K 0.01%
1,602
503
$302K 0.01%
2,331
504
$302K 0.01%
1,951
505
$302K 0.01%
1,745
506
$301K 0.01%
7,450
507
$300K 0.01%
1,774
508
$300K 0.01%
950
509
$300K 0.01%
3,244
510
$299K 0.01%
+2,090
511
$298K 0.01%
1,491
512
$297K 0.01%
1,588
513
$297K 0.01%
+2,706
514
$295K 0.01%
2,387
515
$294K 0.01%
3,104
516
$294K 0.01%
7,861
517
$293K 0.01%
1,719
-52
518
$291K 0.01%
3,430
519
$288K 0.01%
4,701
520
$287K 0.01%
+23,742
521
$287K 0.01%
5,487
522
$287K 0.01%
6,734
523
$286K 0.01%
2,171
524
$286K 0.01%
2,414
525
$285K 0.01%
2,218
19 20
21
22 23