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
251
$1.54M 0.04%
23,000
252
$1.53M 0.04%
2,620
-14,086
253
$1.52M 0.04%
51,023
254
$1.52M 0.04%
4,792
-36
255
$1.52M 0.04%
+46,330
256
$1.47M 0.04%
6,598
-10,387
257
$1.44M 0.04%
24,540
+20,070
258
$1.41M 0.04%
200,500
+50,000
259
$1.4M 0.04%
103,087
-20,000
260
$1.38M 0.04%
87,050
-10,170
261
$1.33M 0.03%
14,324
-4,954
262
$1.29M 0.03%
2,256
263
$1.29M 0.03%
7,409
-18
264
$1.28M 0.03%
5,488
-3,070
265
$1.26M 0.03%
10,262
+3,000
266
$1.25M 0.03%
2,399
+1,009
267
$1.23M 0.03%
6,527
-1,000
268
$1.18M 0.03%
+11,604
269
$1.16M 0.03%
12,680
+9,764
270
$1.15M 0.03%
13,450
271
$1.15M 0.03%
7,097
-17,800
272
$1.14M 0.03%
9,382
-239
273
$1.1M 0.03%
+20,035
274
$1.09M 0.03%
9,756
-33
275
$1.09M 0.03%
11,043
9 10
11
12 13