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
276
$1.69M 0.07%
16,222
-62,699
277
$1.68M 0.07%
56,063
+44,400
278
$1.68M 0.07%
+36,217
279
$1.65M 0.07%
6,946
-3,116
280
$1.64M 0.07%
+83,559
281
$1.62M 0.07%
75,708
-79,866
282
$1.62M 0.07%
9,520
+8,000
283
$1.6M 0.07%
+57,844
284
$1.6M 0.07%
+17,689
285
$1.58M 0.07%
+17,600
286
$1.58M 0.07%
+53,420
287
$1.56M 0.06%
40,479
+25,700
288
$1.56M 0.06%
+43,100
289
$1.53M 0.06%
6,967
-104
290
$1.52M 0.06%
53,210
+20,500
291
$1.52M 0.06%
26,247
-20,900
292
$1.5M 0.06%
+20,218
293
$1.49M 0.06%
20,798
294
$1.47M 0.06%
84,383
-2,300
295
$1.47M 0.06%
21,745
296
$1.46M 0.06%
218,882
297
$1.45M 0.06%
21,438
+18,055
298
$1.45M 0.06%
+27,449
299
$1.45M 0.06%
47,110
300
$1.42M 0.06%
17,068
-8,200
10 11
12
13 14