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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
576
$248K 0.01%
4,660
577
$247K 0.01%
3,179
-122
578
$247K 0.01%
6,570
579
$246K 0.01%
1,546
580
$246K 0.01%
5,016
581
$246K 0.01%
+267
582
$246K 0.01%
5,840
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583
$245K 0.01%
9,493
584
$244K 0.01%
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585
$244K 0.01%
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586
$242K 0.01%
3,670
587
$242K 0.01%
1,406
588
$240K 0.01%
1,279
589
$240K 0.01%
1,008
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590
$240K 0.01%
4,748
591
$240K 0.01%
536
592
$239K 0.01%
8,421
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$239K 0.01%
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595
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596
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597
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3,733
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$238K 0.01%
2,219
599
$237K 0.01%
4,145
600
$237K 0.01%
1,327
-2,585
22 23
24
25 26