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
76
$14.6M 0.31%
133,616
-36,301
77
$14.5M 0.31%
63,858
78
$14.4M 0.31%
58,509
-1,644
79
$14.4M 0.31%
36,679
-16,336
80
$14.3M 0.31%
448,492
+63,044
81
$14.1M 0.3%
17,662
-20,551
82
$14M 0.3%
127,663
-2,401
83
$13.8M 0.3%
43,892
+4,704
84
$13.2M 0.28%
85,981
+2,659
85
$13.2M 0.28%
175,081
+8,905
86
$13.2M 0.28%
129,922
-44,186
87
$13.1M 0.28%
5,600
-165
88
$12.7M 0.27%
16,586
-563
89
$12.6M 0.27%
80,042
+3,200
90
$12.4M 0.27%
44,026
+5,205
91
$12.3M 0.26%
22,447
+7,481
92
$12.2M 0.26%
249,514
+112,453
93
$12.1M 0.26%
173,721
+65,920
94
$12.1M 0.26%
123,494
+1,400
95
$12M 0.26%
91,384
+88,249
96
$11.8M 0.25%
34,705
-192
97
$11.8M 0.25%
34,072
-166
98
$11.7M 0.25%
50,486
+11,210
99
$11.6M 0.25%
40,994
-13,542
100
$11.2M 0.24%
70,437
-6,768
2 3
4
5 6