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
501
$338K 0.03%
6,415
502
$337K 0.03%
4,878
503
$336K 0.03%
5,500
-254
504
$335K 0.03%
32,212
505
$335K 0.03%
18,689
506
$335K 0.03%
6,903
507
$334K 0.03%
10,060
508
$334K 0.03%
9,305
509
$332K 0.03%
7,370
510
$330K 0.03%
+9,268
511
$330K 0.03%
5,466
512
$330K 0.03%
4,644
513
$329K 0.03%
20,054
514
$328K 0.03%
+2,523
515
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5,235
516
$327K 0.03%
9,002
+2,000
517
$325K 0.03%
3,030
-900
518
$324K 0.03%
8,775
519
$324K 0.03%
2,643
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520
$323K 0.03%
6,690
521
$323K 0.03%
6,411
522
$322K 0.03%
13,709
523
$322K 0.03%
4,653
524
$321K 0.03%
5,133
525
$320K 0.03%
3,062
-700
19 20
21
22 23