SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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
+$14.3M
2
+$12.4M
3
+$12.4M
4
MSFT icon
Microsoft
MSFT
+$10.6M
5
GPN icon
Global Payments
GPN
+$10.6M

Top Sells

1
+$15.2M
2
+$8.35M
3
+$7.47M
4
MDT icon
Medtronic
MDT
+$6.3M
5
PCAR icon
PACCAR
PCAR
+$6.06M

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
526
$315K 0.01%
5,603
-313
527
$314K 0.01%
3,457
528
$313K 0.01%
3,398
-165
529
$311K 0.01%
1,459
530
$308K 0.01%
7,073
531
$308K 0.01%
5,210
+100
532
$307K 0.01%
4,544
-247
533
$306K 0.01%
7,361
534
$306K 0.01%
3,216
535
$304K 0.01%
15,900
536
$301K 0.01%
2,190
537
$300K 0.01%
25,699
538
$298K 0.01%
2,908
539
$298K 0.01%
5,832
540
$295K 0.01%
5,682
541
$294K 0.01%
7,397
542
$294K 0.01%
7,510
543
$293K 0.01%
6,757
544
$292K 0.01%
4,361
545
$291K 0.01%
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546
$291K 0.01%
3,965
547
$289K 0.01%
2,238
548
$289K 0.01%
2,299
549
$288K 0.01%
2,109
550
$287K 0.01%
3,002
20 21
22
23 24