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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
51
$20.6M 0.44%
58,299
-7,349
52
$20.4M 0.44%
42,769
+324
53
$20.3M 0.43%
144,527
-19,490
54
$20M 0.43%
134,571
-3,071
55
$19M 0.41%
33,415
+8,623
56
$18.6M 0.4%
277,000
+211,950
57
$18.5M 0.4%
81,293
-2,085
58
$18.1M 0.39%
214,265
-9,787
59
$17.8M 0.38%
36,398
-1,746
60
$17.6M 0.38%
288,891
+133,755
61
$17.3M 0.37%
160,130
+9,650
62
$17.2M 0.37%
380,888
+12,925
63
$17M 0.36%
109,549
+1,162
64
$17M 0.36%
78,791
+1,149
65
$16.7M 0.36%
15,525
-346
66
$16.7M 0.36%
56,810
-1,575
67
$16M 0.34%
144,164
-3,290
68
$15.8M 0.34%
187,776
+9,724
69
$15.7M 0.34%
79,344
-1,839
70
$15.6M 0.34%
235,842
+1,412
71
$15.4M 0.33%
55,183
+2,067
72
$15.3M 0.33%
455,547
-94,207
73
$15.2M 0.33%
33,217
+3,876
74
$15.2M 0.32%
160,021
-1,597
75
$14.8M 0.32%
44,487
+4,283
1 2
3
4 5