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
326
$550K 0.05%
14,412
327
$547K 0.05%
19,095
328
$547K 0.05%
32,825
329
$543K 0.05%
12,300
330
$540K 0.05%
10,878
+497
331
$539K 0.05%
+24,004
332
$538K 0.05%
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333
$538K 0.05%
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334
$536K 0.05%
8,060
+1,138
335
$536K 0.05%
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336
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337
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15,895
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338
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28,524
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339
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8,085
340
$526K 0.05%
28,492
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341
$518K 0.05%
4,346
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342
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343
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344
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345
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346
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18,719
347
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7,108
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348
$512K 0.05%
18,769
+1,635
349
$510K 0.05%
7,959
+200
350
$507K 0.05%
4,551
12 13
14
15 16