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
$3.9B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$18.3M
3
+$10.4M
4
GS icon
Goldman Sachs
GS
+$8.75M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.61M

Top Sells

1
+$14.7M
2
+$9.51M
3
+$8.33M
4
LMT icon
Lockheed Martin
LMT
+$8.23M
5
IBM icon
IBM
IBM
+$8.18M

Sector Composition

1 Technology 40.86%
2 Communication Services 12.12%
3 Consumer Discretionary 11.44%
4 Healthcare 9.14%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.44M 0.06%
8,028
-164
227
$2.41M 0.06%
3,898
-88
228
$2.4M 0.06%
8,864
229
$2.31M 0.06%
22,585
-15
230
$2.31M 0.06%
20,646
-15,130
231
$2.3M 0.06%
17,600
-4,900
232
$2.25M 0.06%
12,941
+4,269
233
$2.2M 0.06%
3,768
-3,800
234
$2.18M 0.06%
2,455
-500
235
$2.17M 0.06%
24,048
-4,461
236
$2.16M 0.06%
+106,086
237
$2.04M 0.05%
14,283
238
$1.98M 0.05%
12,151
-5,161
239
$1.97M 0.05%
47,074
-3,982
240
$1.97M 0.05%
10,837
-6,393
241
$1.93M 0.05%
50,103
-239
242
$1.91M 0.05%
27,168
243
$1.88M 0.05%
17,262
-64
244
$1.84M 0.05%
34,510
-100
245
$1.76M 0.05%
21,039
-32,867
246
$1.75M 0.04%
100,350
+30,000
247
$1.71M 0.04%
18,981
+1,908
248
$1.68M 0.04%
12,808
-195
249
$1.66M 0.04%
8,670
-71
250
$1.61M 0.04%
+11,484
8 9
10
11 12