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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
526
$284K 0.01%
1,507
527
$283K 0.01%
3,841
528
$281K 0.01%
3,379
529
$281K 0.01%
+3,350
530
$279K 0.01%
2,288
531
$279K 0.01%
933
532
$279K 0.01%
3,492
533
$279K 0.01%
21,796
534
$278K 0.01%
1,192
535
$277K 0.01%
1,955
536
$276K 0.01%
+6,085
537
$272K 0.01%
+1,154
538
$272K 0.01%
3,569
539
$271K 0.01%
970
540
$267K 0.01%
3,403
-133
541
$266K 0.01%
1,565
-21,040
542
$265K 0.01%
23,599
543
$265K 0.01%
2,900
-2,639
544
$265K 0.01%
1,075
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545
$263K 0.01%
3,709
546
$263K 0.01%
2,214
547
$263K 0.01%
2,596
-133
548
$262K 0.01%
2,107
549
$262K 0.01%
7,419
550
$261K 0.01%
4,592
20 21
22
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