SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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
+$31.8M
2
+$17.8M
3
+$9.85M
4
GS icon
Goldman Sachs
GS
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.27M

Top Sells

1
+$13.8M
2
+$8.33M
3
+$7.56M
4
ANET icon
Arista Networks
ANET
+$7.56M
5
IBM icon
IBM
IBM
+$7.26M

Sector Composition

1 Technology 40.86%
2 Communication Services 12.12%
3 Consumer Discretionary 11.44%
4 Healthcare 9.14%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$361K 0.01%
12,201
-1,108
427
$360K 0.01%
6,465
-202
428
$359K 0.01%
10,135
429
$358K 0.01%
1,918
430
$358K 0.01%
4,127
-126
431
$357K 0.01%
2,644
-121
432
$357K 0.01%
2,792
433
$356K 0.01%
7,341
434
$355K 0.01%
1,401
-46
435
$354K 0.01%
5,572
436
$354K 0.01%
2,576
-80
437
$353K 0.01%
1,256
438
$353K 0.01%
5,273
439
$353K 0.01%
5,727
440
$352K 0.01%
4,774
441
$351K 0.01%
1,675
442
$350K 0.01%
4,723
443
$350K 0.01%
6,482
444
$350K 0.01%
2,315
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445
$349K 0.01%
5,362
446
$347K 0.01%
2,394
447
$347K 0.01%
29,900
-1,600
448
$346K 0.01%
5,178
449
$346K 0.01%
1,157
450
$346K 0.01%
2,567
-91
16 17
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