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
476
$358K 0.03%
11,158
477
$357K 0.03%
9,976
478
$356K 0.03%
11,700
479
$355K 0.03%
22,396
480
$354K 0.03%
3,980
481
$353K 0.03%
6,486
+100
482
$352K 0.03%
3,314
483
$351K 0.03%
3,654
484
$350K 0.03%
43,147
485
$348K 0.03%
17,884
486
$347K 0.03%
2,273
487
$345K 0.03%
5,451
488
$345K 0.03%
9,275
489
$345K 0.03%
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490
$344K 0.03%
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491
$343K 0.03%
14,516
492
$342K 0.03%
+16,698
493
$342K 0.03%
6,584
494
$341K 0.03%
6,688
+100
495
$341K 0.03%
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496
$340K 0.03%
4,733
-6,101
497
$340K 0.03%
5,778
498
$339K 0.03%
10,090
499
$339K 0.03%
15,435
500
$338K 0.03%
4,815
18 19
20
21 22