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
301
$618K 0.06%
9,599
302
$618K 0.06%
9,634
+900
303
$617K 0.06%
7,581
304
$616K 0.06%
2,781
305
$614K 0.06%
5,370
+100
306
$612K 0.06%
6,147
307
$612K 0.06%
17,878
+919
308
$612K 0.06%
85,000
+14,000
309
$605K 0.05%
12,787
310
$600K 0.05%
11,099
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311
$596K 0.05%
24,164
312
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12,882
313
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13,129
314
$581K 0.05%
11,240
-1,240
315
$578K 0.05%
5,483
316
$577K 0.05%
9,392
-100
317
$576K 0.05%
5,852
318
$575K 0.05%
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319
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4,234
320
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12,336
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321
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9,425
322
$568K 0.05%
10,500
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323
$564K 0.05%
3,719
324
$560K 0.05%
22,800
+6,000
325
$553K 0.05%
5,224
+20
11 12
13
14 15