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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
601
$237K 0.01%
1,688
602
$235K 0.01%
1,592
603
$235K 0.01%
+1,324
604
$235K 0.01%
3,653
605
$235K 0.01%
4,574
606
$234K 0.01%
1,290
607
$234K 0.01%
47,245
-27,070
608
$233K 0.01%
11,988
609
$232K 0.01%
+5,373
610
$232K 0.01%
2,404
611
$230K ﹤0.01%
+1,916
612
$230K ﹤0.01%
1,541
-43
613
$229K ﹤0.01%
+1,045
614
$229K ﹤0.01%
1,843
615
$229K ﹤0.01%
5,800
616
$228K ﹤0.01%
1,888
617
$228K ﹤0.01%
+8,067
618
$228K ﹤0.01%
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619
$228K ﹤0.01%
740
-131
620
$228K ﹤0.01%
6,561
621
$227K ﹤0.01%
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622
$227K ﹤0.01%
+824
623
$227K ﹤0.01%
1,581
624
$227K ﹤0.01%
3,368
-320
625
$227K ﹤0.01%
+274
23 24
25
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