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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
651
$218K ﹤0.01%
17,908
652
$217K ﹤0.01%
794
-35
653
$216K ﹤0.01%
2,627
-122
654
$216K ﹤0.01%
5,337
655
$215K ﹤0.01%
5,858
656
$215K ﹤0.01%
4,058
-180
657
$214K ﹤0.01%
1,830
658
$213K ﹤0.01%
610
-28
659
$213K ﹤0.01%
+3,695
660
$213K ﹤0.01%
3,774
661
$212K ﹤0.01%
6,491
-3,824
662
$212K ﹤0.01%
+859
663
$211K ﹤0.01%
6,997
664
$211K ﹤0.01%
7,625
665
$211K ﹤0.01%
1,016
-124
666
$210K ﹤0.01%
10,756
667
$210K ﹤0.01%
2,117
668
$210K ﹤0.01%
+7,300
669
$210K ﹤0.01%
11,494
670
$210K ﹤0.01%
7,415
+361
671
$209K ﹤0.01%
+4,419
672
$209K ﹤0.01%
+331
673
$208K ﹤0.01%
+3,329
674
$208K ﹤0.01%
12,913
675
$208K ﹤0.01%
2,005
+47
25 26
27
28 29