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
101
$4.93M 0.2%
4,552
102
$4.92M 0.2%
+400,000
103
$4.88M 0.2%
35,668
+31,300
104
$4.87M 0.2%
+47,656
105
$4.83M 0.2%
22,577
106
$4.79M 0.2%
+3,570
107
$4.77M 0.2%
120,000
108
$4.76M 0.2%
40,931
+6,276
109
$4.74M 0.2%
50,330
+5,901
110
$4.73M 0.2%
80,371
-7,842
111
$4.66M 0.19%
+166,516
112
$4.62M 0.19%
+25,134
113
$4.59M 0.19%
13,948
+4,900
114
$4.57M 0.19%
97,355
-216
115
$4.47M 0.18%
73,936
+9,710
116
$4.44M 0.18%
26,745
+21,473
117
$4.39M 0.18%
37,596
118
$4.38M 0.18%
+242,037
119
$4.37M 0.18%
83,830
+19,787
120
$4.34M 0.18%
48,333
121
$4.29M 0.18%
51,756
+43,000
122
$4.27M 0.18%
+87,000
123
$4.25M 0.18%
14,472
+905
124
$4.25M 0.18%
+1,056,464
125
$4.24M 0.18%
25,664
+22,388
3 4
5
6 7