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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
176
$3.33M 0.07%
130,551
-30,138
177
$3.24M 0.07%
15,205
178
$3.18M 0.07%
10,255
-6,800
179
$3.17M 0.07%
22,801
-18,400
180
$3.15M 0.07%
49,068
-14,524
181
$3.15M 0.07%
22,008
-12,256
182
$3.11M 0.07%
63,376
+12,211
183
$3.1M 0.07%
46,108
-16,311
184
$3.09M 0.07%
11,867
185
$3.08M 0.07%
13,972
-3,500
186
$3.07M 0.07%
30,250
187
$3.01M 0.06%
31,318
-6,000
188
$2.96M 0.06%
21,022
-1,400
189
$2.92M 0.06%
76,049
-6,800
190
$2.9M 0.06%
13,663
-57
191
$2.9M 0.06%
94,511
-15,000
192
$2.88M 0.06%
82,105
193
$2.83M 0.06%
21,716
194
$2.82M 0.06%
5,654
-20
195
$2.8M 0.06%
4,785
-1,000
196
$2.77M 0.06%
17,354
-10,479
197
$2.76M 0.06%
19,574
-5,669
198
$2.65M 0.06%
41,844
199
$2.62M 0.06%
25,663
200
$2.51M 0.05%
30,926
-1,000
6 7
8
9 10