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
26
$7.33M 0.66%
247,632
+34,888
27
$7M 0.63%
129,520
-18,223
28
$6.51M 0.59%
41,290
+2,296
29
$6.49M 0.59%
58,202
+320
30
$5.91M 0.54%
141,347
-26,263
31
$5.83M 0.53%
74,272
+4,410
32
$5.76M 0.52%
39,785
-4,714
33
$5.65M 0.51%
121,940
+1,601
34
$5.36M 0.48%
49,512
+880
35
$5.33M 0.48%
92,915
+2,730
36
$5.16M 0.47%
382,232
+10,174
37
$4.88M 0.44%
35,032
+359
38
$4.79M 0.43%
33,790
+11,600
39
$4.77M 0.43%
34,302
40
$4.73M 0.43%
94,094
+5,600
41
$4.54M 0.41%
71,217
+8,035
42
$4.45M 0.4%
51,443
+200
43
$4.45M 0.4%
35,375
-365
44
$4.41M 0.4%
109,804
+4,415
45
$4.38M 0.4%
27,890
46
$4.21M 0.38%
3,267
+120
47
$4.16M 0.38%
15,970
+294
48
$4.11M 0.37%
49,905
-1,212
49
$4.11M 0.37%
59,756
+1,518
50
$4.05M 0.37%
64,566
+5,430
1
2
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