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
626
$229K 0.01%
+4,046
627
$228K 0.01%
7,700
-1,500
628
$228K 0.01%
+2,544
629
$227K 0.01%
8,400
630
$226K 0.01%
+18,688
631
$225K 0.01%
2,304
632
$225K 0.01%
3,135
-386
633
$225K 0.01%
2,809
634
$225K 0.01%
9,077
635
$224K 0.01%
3,003
636
$224K 0.01%
2,858
637
$224K 0.01%
1,181
638
$224K 0.01%
25,000
639
$223K 0.01%
2,572
640
$223K 0.01%
2,790
-4,215
641
$222K 0.01%
+3,832
642
$222K 0.01%
4,485
643
$222K 0.01%
2,832
644
$221K 0.01%
+2,185
645
$221K 0.01%
7,915
646
$221K 0.01%
+4,084
647
$221K 0.01%
+9,908
648
$219K 0.01%
3,443
649
$219K 0.01%
1,583
-69
650
$217K 0.01%
+2,000
24 25
26
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