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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
126
$7.19M 0.15%
27,705
+10,968
127
$7.11M 0.15%
38,605
-7,050
128
$6.97M 0.15%
61,964
-1,287
129
$6.75M 0.14%
30,584
-36
130
$6.67M 0.14%
68,133
-139
131
$6.64M 0.14%
25,445
-39
132
$6.56M 0.14%
26,577
-40
133
$6.51M 0.14%
9,070
134
$6.46M 0.14%
143,578
-3,001
135
$6.4M 0.14%
1,491
-802
136
$6.33M 0.14%
161,398
-2,635
137
$6.28M 0.13%
12,594
-197
138
$6.25M 0.13%
77,502
-1,261
139
$6.17M 0.13%
251,267
-175,100
140
$6.06M 0.13%
61,654
-1,038
141
$6.02M 0.13%
131,599
-184
142
$6.01M 0.13%
9,412
-234
143
$5.91M 0.13%
24,553
-955
144
$5.84M 0.13%
28,954
-693
145
$5.81M 0.12%
38,152
-985
146
$5.78M 0.12%
36,849
+4,951
147
$5.7M 0.12%
292,098
-24
148
$5.68M 0.12%
126,087
-2,875
149
$5.66M 0.12%
9,434
+60
150
$5.63M 0.12%
115,516
-2,522
4 5
6
7 8