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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
626
$227K ﹤0.01%
28,862
-41,146
627
$227K ﹤0.01%
4,270
628
$226K ﹤0.01%
+1,752
629
$226K ﹤0.01%
3,944
630
$226K ﹤0.01%
+4,279
631
$225K ﹤0.01%
36,782
632
$225K ﹤0.01%
970
633
$225K ﹤0.01%
2,414
634
$225K ﹤0.01%
236
-9
635
$225K ﹤0.01%
2,656
-92
636
$224K ﹤0.01%
+1,416
637
$224K ﹤0.01%
+1,452
638
$224K ﹤0.01%
3,379
639
$224K ﹤0.01%
7,815
640
$224K ﹤0.01%
+1,943
641
$224K ﹤0.01%
+2,393
642
$224K ﹤0.01%
+5,327
643
$223K ﹤0.01%
2,785
644
$223K ﹤0.01%
+1,273
645
$222K ﹤0.01%
+3,113
646
$222K ﹤0.01%
4,466
647
$222K ﹤0.01%
24,269
-6,134
648
$221K ﹤0.01%
2,470
649
$220K ﹤0.01%
11,362
650
$219K ﹤0.01%
12,127
-569
24 25
26
27 28