We are live on ! Find out more
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
701
$174K ﹤0.01%
10,712
+6
702
$173K ﹤0.01%
12,015
703
$164K ﹤0.01%
24,049
-18,504
704
$161K ﹤0.01%
18,059
+2,190
705
$150K ﹤0.01%
15,847
-271
706
$150K ﹤0.01%
10,331
707
$147K ﹤0.01%
+31,400
708
$144K ﹤0.01%
12,036
-10,769
709
$136K ﹤0.01%
+12,584
710
$127K ﹤0.01%
+10,680
711
$113K ﹤0.01%
22,312
712
$109K ﹤0.01%
2,431
-299
713
$95.6K ﹤0.01%
14,501
-1,033
714
$92.4K ﹤0.01%
11,988
715
$81.7K ﹤0.01%
15,586
716
$76.4K ﹤0.01%
10,210
717
$71.9K ﹤0.01%
11,882
718
$66.7K ﹤0.01%
12,876
719
$57.3K ﹤0.01%
11,648
720
$49K ﹤0.01%
12,121
-1,137
721
– –
-9,164
722
– –
-1,375
723
– –
-6,760
724
– –
-4,550
725
– –
-57,131
27 28
29
30 31