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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
201
$2.46M 0.05%
12,182
+5,697
202
$2.42M 0.05%
15,187
-541
203
$2.39M 0.05%
5,763
+2,945
204
$2.27M 0.05%
7,554
-115
205
$2.24M 0.05%
62,500
206
$2.24M 0.05%
85,897
-54,072
207
$2.19M 0.05%
8,321
208
$2.15M 0.05%
14,592
-58
209
$2.15M 0.05%
15,963
210
$2.13M 0.05%
50,330
211
$2.12M 0.05%
3,731
212
$2.11M 0.05%
14,889
213
$2.06M 0.04%
6,775
-60
214
$2.06M 0.04%
23,240
+20,896
215
$2.04M 0.04%
66,098
216
$1.94M 0.04%
2,513
-18
217
$1.9M 0.04%
47,676
218
$1.9M 0.04%
26,024
219
$1.9M 0.04%
38,456
-11,586
220
$1.89M 0.04%
5,446
-22
221
$1.86M 0.04%
2,788
-50
222
$1.85M 0.04%
4,780
223
$1.85M 0.04%
22,301
-103
224
$1.83M 0.04%
7,894
225
$1.82M 0.04%
3,745
-55
7 8
9
10 11