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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
101
$11.1M 0.24%
45,061
-43
102
$11.1M 0.24%
22,444
-8,796
103
$10.8M 0.23%
74,969
-48,424
104
$10.5M 0.23%
44,499
-556
105
$10.5M 0.22%
10,830
-572
106
$10.3M 0.22%
121,683
-44,772
107
$9.99M 0.21%
48,683
-1,326
108
$9.83M 0.21%
301,568
-51,407
109
$9.69M 0.21%
72,355
+6,418
110
$9.35M 0.2%
331,101
-126,525
111
$9.29M 0.2%
35,666
-413
112
$9.27M 0.2%
97,058
-12,000
113
$9.16M 0.2%
69,280
-6,257
114
$9.01M 0.19%
+351,145
115
$8.8M 0.19%
98,052
-4,894
116
$8.78M 0.19%
27,235
-1,638
117
$8.43M 0.18%
14,987
-3,255
118
$8.27M 0.18%
132,400
-23,101
119
$8.09M 0.17%
96,245
-1,613
120
$7.96M 0.17%
25,047
-456
121
$7.81M 0.17%
220,011
-4,845
122
$7.73M 0.17%
32,704
+820
123
$7.72M 0.17%
+48,955
124
$7.63M 0.16%
80,643
-165
125
$7.21M 0.15%
90,184
-98
3 4
5
6 7