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
401
$440K 0.04%
28,049
402
$439K 0.04%
3,294
+865
403
$439K 0.04%
9,398
404
$437K 0.04%
14,194
405
$435K 0.04%
3,386
406
$434K 0.04%
6,344
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407
$433K 0.04%
2,754
408
$432K 0.04%
6,066
409
$431K 0.04%
12,220
410
$431K 0.04%
50,000
+15,000
411
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8,905
412
$427K 0.04%
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413
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414
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+14,969
415
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+5,868
416
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37,926
417
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8,743
418
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3,675
419
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16,790
420
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6,825
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421
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+6,888
422
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+5,150
423
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28,000
+5,000
424
$410K 0.04%
4,542
425
$409K 0.04%
12,298
15 16
17
18 19