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
351
$492K 0.01%
5,497
-137
352
$491K 0.01%
3,282
353
$490K 0.01%
7,524
354
$489K 0.01%
47,192
+130
355
$488K 0.01%
6,222
356
$485K 0.01%
12,632
-327
357
$480K 0.01%
2,302
-68
358
$480K 0.01%
1,154
359
$479K 0.01%
8,894
-268
360
$472K 0.01%
15,946
361
$469K 0.01%
3,508
-102
362
$467K 0.01%
2,647
363
$467K 0.01%
3,737
-81
364
$466K 0.01%
4,980
-18
365
$465K 0.01%
326
366
$462K 0.01%
6,580
367
$460K 0.01%
1,051
-30
368
$458K 0.01%
3,978
-76
369
$457K 0.01%
5,004
370
$455K 0.01%
5,767
371
$454K 0.01%
5,108
372
$452K 0.01%
5,461
-135
373
$445K 0.01%
881
-27
374
$442K 0.01%
982
375
$439K 0.01%
3,972
-166
13 14
15
16 17