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
251
$738K 0.07%
23,866
+7,500
252
$738K 0.07%
32,737
253
$737K 0.07%
7,209
254
$736K 0.07%
19,128
255
$735K 0.07%
6,884
256
$731K 0.07%
18,652
+1,400
257
$731K 0.07%
9,221
258
$730K 0.07%
37,600
259
$723K 0.07%
14,928
260
$716K 0.06%
9,136
261
$716K 0.06%
15,388
262
$714K 0.06%
9,617
263
$706K 0.06%
11,897
+400
264
$706K 0.06%
19,783
+1,964
265
$700K 0.06%
16,770
266
$699K 0.06%
22,856
267
$696K 0.06%
8,277
268
$695K 0.06%
5,269
269
$690K 0.06%
6,889
270
$689K 0.06%
10,773
271
$688K 0.06%
23,657
272
$684K 0.06%
14,335
+200
273
$681K 0.06%
21,886
+2,693
274
$678K 0.06%
19,692
-200
275
$674K 0.06%
+10,932
9 10
11
12 13