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
$1.08B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.5M
3
+$4.08M
4
TMUS icon
T-Mobile US
TMUS
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.65M

Top Sells

1
+$3.68M
2
+$2.82M
3
+$1.46M
4
EMC
EMC CORPORATION
EMC
+$1.39M
5
KLAC icon
KLA
KLAC
+$1.34M

Sector Composition

1 Technology 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$832K 0.08%
+18,805
227
$828K 0.07%
24,014
228
$826K 0.07%
56,800
+15,000
229
$823K 0.07%
26,723
+3,414
230
$819K 0.07%
3,055
231
$812K 0.07%
36,681
+18,900
232
$811K 0.07%
24,131
+5,339
233
$795K 0.07%
21,708
234
$795K 0.07%
10,732
235
$793K 0.07%
30,250
-2,850
236
$791K 0.07%
1,595
237
$789K 0.07%
21,254
238
$788K 0.07%
42,878
+3,231
239
$782K 0.07%
7,303
240
$780K 0.07%
10,300
+2,800
241
$779K 0.07%
8,719
242
$772K 0.07%
13,359
243
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9,900
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244
$768K 0.07%
17,837
245
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9,938
246
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+13,819
247
$758K 0.07%
11,685
-580
248
$746K 0.07%
+3,850
249
$743K 0.07%
70,969
+6,493
250
$743K 0.07%
9,297
+893
8 9
10
11 12