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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
151
$5.4M 0.12%
20,883
152
$5.35M 0.11%
64,108
153
$5.3M 0.11%
69,091
154
$5.27M 0.11%
41,564
-929
155
$5.23M 0.11%
36,744
+865
156
$5.2M 0.11%
17,352
157
$4.93M 0.11%
65,370
-42,137
158
$4.86M 0.1%
57,978
-426
159
$4.83M 0.1%
+50,000
160
$4.66M 0.1%
182,934
-543
161
$4.65M 0.1%
+34,350
162
$4.59M 0.1%
50,734
-1,395
163
$4.41M 0.09%
35,672
164
$4.19M 0.09%
34,531
-16,818
165
$4.11M 0.09%
48,763
166
$4.11M 0.09%
16,345
-411
167
$3.98M 0.09%
10,764
-36
168
$3.97M 0.08%
20,239
+18,357
169
$3.88M 0.08%
47,354
-69,064
170
$3.65M 0.08%
19,526
+10,900
171
$3.61M 0.08%
13,135
-3,492
172
$3.57M 0.08%
26,854
-7,000
173
$3.46M 0.07%
22,744
174
$3.44M 0.07%
41,578
-900
175
$3.4M 0.07%
45,218
-9,300
5 6
7
8 9