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
351
$506K 0.05%
1,835
-900
352
$504K 0.05%
4,294
353
$503K 0.05%
6,922
354
$503K 0.05%
2,454
355
$502K 0.05%
23,748
356
$502K 0.05%
4,916
357
$501K 0.05%
6,111
+2,300
358
$498K 0.05%
12,503
359
$498K 0.05%
7,071
360
$497K 0.05%
+14,438
361
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9,568
362
$494K 0.04%
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363
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364
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6,201
365
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366
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367
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26,297
368
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369
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370
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17,091
372
$478K 0.04%
60,866
373
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14,740
374
$474K 0.04%
10,070
375
$473K 0.04%
6,828
13 14
15
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