SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
676
$206K 0.01%
11,481
677
$205K 0.01%
+3,592
678
$205K 0.01%
2,759
679
$204K 0.01%
+9,376
680
$203K 0.01%
6,044
681
$203K 0.01%
4,294
682
$203K 0.01%
+19,444
683
$203K 0.01%
3,218
684
$202K 0.01%
3,181
685
$202K 0.01%
3,703
686
$202K 0.01%
4,926
687
$201K 0.01%
+1,569
688
$201K 0.01%
+4,808
689
$197K 0.01%
18,233
690
$195K 0.01%
10,861
691
$194K 0.01%
16,750
692
$193K 0.01%
14,895
693
$193K 0.01%
16,459
694
$191K 0.01%
15,875
695
$182K 0.01%
28,412
696
$182K 0.01%
13,750
697
$180K 0.01%
10,068
698
$179K 0.01%
27,513
699
$175K 0.01%
15,433
-1,388
700
$174K 0.01%
21,463
-3,974
26 27
28
29 30