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
651
$216K 0.01%
11,351
652
$214K 0.01%
2,295
653
$213K 0.01%
8,977
654
$213K 0.01%
+6,449
655
$213K 0.01%
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656
$212K 0.01%
4,129
657
$211K 0.01%
6,349
658
$211K 0.01%
5,201
659
$211K 0.01%
3,991
660
$210K 0.01%
+4,913
661
$210K 0.01%
+1,878
662
$210K 0.01%
+2,726
663
$210K 0.01%
1,940
-98
664
$210K 0.01%
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665
$209K 0.01%
8,939
666
$208K 0.01%
5,760
667
$208K 0.01%
+6,179
668
$208K 0.01%
3,220
669
$208K 0.01%
+1,096
670
$208K 0.01%
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671
$207K 0.01%
+6,395
672
$207K 0.01%
+5,069
673
$207K 0.01%
5,185
674
$206K 0.01%
+1,153
675
$206K 0.01%
+8,587
25 26
27
28 29