SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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 18.77%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.72%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$406K 0.04%
66,330
427
$406K 0.04%
4,746
+1,400
428
$406K 0.04%
22,000
429
$406K 0.04%
5,157
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430
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431
$404K 0.04%
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432
$404K 0.04%
8,065
433
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434
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435
$403K 0.04%
5,460
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436
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437
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438
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439
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440
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441
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6,657
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443
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444
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445
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446
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4,206
447
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26,000
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448
$388K 0.04%
8,549
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449
$387K 0.04%
5,182
450
$384K 0.03%
9,806
-200
16 17
18
19 20