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
576
$263K 0.01%
3,285
577
$262K 0.01%
+3,952
578
$261K 0.01%
3,000
579
$260K 0.01%
6,031
580
$260K 0.01%
1,526
-905
581
$259K 0.01%
3,601
-111
582
$258K 0.01%
2,953
583
$258K 0.01%
2,556
584
$257K 0.01%
+5,616
585
$254K 0.01%
31,700
586
$252K 0.01%
1,419
587
$252K 0.01%
3,435
588
$251K 0.01%
3,236
589
$249K 0.01%
15,729
590
$248K 0.01%
3,706
591
$248K 0.01%
4,397
592
$247K 0.01%
2,527
593
$245K 0.01%
16,627
594
$245K 0.01%
6,872
595
$244K 0.01%
8,551
596
$244K 0.01%
20,891
597
$242K 0.01%
5,486
-6,836
598
$242K 0.01%
760
-38
599
$242K 0.01%
2,649
600
$242K 0.01%
1,695
22 23
24
25 26