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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
1
$397M 8.49%
1,557,500
+59,519
2
$388M 8.32%
2,081,814
-51,305
3
$275M 5.89%
531,129
-1,596
4
$168M 3.6%
765,081
-22,892
5
$162M 3.48%
491,907
-19,929
6
$126M 2.71%
520,161
-10,710
7
$115M 2.47%
157,228
-8,445
8
$102M 2.19%
230,159
-9,911
9
$74.1M 1.59%
618,170
-16,460
10
$73.6M 1.58%
302,040
-5,966
11
$69.5M 1.49%
1,015,638
+96,067
12
$56.7M 1.21%
61,267
-5
13
$51.5M 1.1%
282,447
-4,590
14
$40.3M 0.86%
301,020
+125,659
15
$37.3M 0.8%
230,383
+300
16
$36.2M 0.78%
321,194
+2,065
17
$35.8M 0.77%
75,353
-1,250
18
$33M 0.71%
278,483
+39,908
19
$32.9M 0.7%
137,238
-2,594
20
$32.1M 0.69%
63,859
+10,772
21
$32.1M 0.69%
311,253
+29,495
22
$31.7M 0.68%
277,284
+69,558
23
$30.8M 0.66%
597,132
-19,534
24
$30.3M 0.65%
44,431
+2,975
25
$30.2M 0.65%
960,768
+179,577
1
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