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
451
$382K 0.03%
25,112
452
$381K 0.03%
14,360
453
$381K 0.03%
5,073
454
$380K 0.03%
11,329
455
$379K 0.03%
2,811
456
$376K 0.03%
4,336
457
$376K 0.03%
5,747
458
$371K 0.03%
3,619
-1,300
459
$369K 0.03%
19,156
460
$369K 0.03%
4,839
461
$369K 0.03%
12,752
462
$368K 0.03%
5,664
463
$368K 0.03%
11,112
464
$367K 0.03%
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465
$366K 0.03%
13,700
-9,200
466
$366K 0.03%
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467
$365K 0.03%
4,812
468
$364K 0.03%
+8,426
469
$362K 0.03%
6,200
470
$362K 0.03%
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471
$362K 0.03%
86,741
472
$361K 0.03%
7,716
-331
473
$360K 0.03%
10,083
-6,900
474
$360K 0.03%
9,884
475
$359K 0.03%
17,046
17 18
19
20 21