SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.8M
3
+$11.9M
4
GPN icon
Global Payments
GPN
+$10.9M
5
MSFT icon
Microsoft
MSFT
+$10.7M

Top Sells

1
+$14.5M
2
+$9.2M
3
+$8.55M
4
MDT icon
Medtronic
MDT
+$6.52M
5
LEN icon
Lennar Class A
LEN
+$6.28M

Sector Composition

1 Technology 34.44%
2 Consumer Discretionary 13.4%
3 Communication Services 10.96%
4 Healthcare 9.3%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.06M 0.09%
+149,098
252
$2.05M 0.08%
57,337
+31,900
253
$2.05M 0.08%
15,288
-5,646
254
$2.05M 0.08%
17,882
255
$2.03M 0.08%
27,037
+15,000
256
$1.96M 0.08%
16,858
257
$1.94M 0.08%
73,952
258
$1.94M 0.08%
76,159
-889
259
$1.93M 0.08%
+86,700
260
$1.91M 0.08%
+46,417
261
$1.91M 0.08%
9,316
262
$1.91M 0.08%
15,294
-1,184
263
$1.88M 0.08%
11,969
264
$1.86M 0.08%
43,138
-37,983
265
$1.84M 0.08%
+11,684
266
$1.83M 0.08%
51,089
-60,439
267
$1.82M 0.08%
23,427
268
$1.82M 0.08%
25,200
-200
269
$1.82M 0.08%
20,706
270
$1.76M 0.07%
7,001
271
$1.74M 0.07%
32,506
272
$1.71M 0.07%
52,119
-19,317
273
$1.71M 0.07%
+106,008
274
$1.7M 0.07%
17,029
-14,101
275
$1.7M 0.07%
+30,978
9 10
11
12 13