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
276
$1.08M 0.03%
10,376
-21,781
277
$1.06M 0.03%
71,187
278
$1.06M 0.03%
18,400
279
$1.06M 0.03%
3,801
-192
280
$1.04M 0.03%
321,400
281
$965K 0.02%
+20,050
282
$964K 0.02%
4,282
283
$963K 0.02%
2,237
+400
284
$928K 0.02%
46,624
-13,734
285
$902K 0.02%
7,843
-35
286
$895K 0.02%
5,844
287
$883K 0.02%
6,461
-1,907
288
$845K 0.02%
2,200
289
$844K 0.02%
1,877
-32
290
$825K 0.02%
27,232
-395
291
$800K 0.02%
20,000
292
$790K 0.02%
5,100
293
$761K 0.02%
801
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294
$760K 0.02%
1,258
-22
295
$744K 0.02%
10,174
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296
$723K 0.02%
2,000
297
$716K 0.02%
15,251
298
$710K 0.02%
2,461
-253
299
$690K 0.02%
+26,664
300
$686K 0.02%
2,437
10 11
12
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