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
526
$320K 0.03%
2,963
+100
527
$320K 0.03%
8,966
+4,615
528
$319K 0.03%
10,151
529
$318K 0.03%
9,825
530
$317K 0.03%
5,755
531
$317K 0.03%
5,614
532
$316K 0.03%
+6,582
533
$315K 0.03%
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534
$315K 0.03%
4,728
-13,801
535
$315K 0.03%
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536
$314K 0.03%
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537
$314K 0.03%
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538
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539
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540
$312K 0.03%
7,645
541
$311K 0.03%
12,177
542
$310K 0.03%
5,879
543
$310K 0.03%
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544
$310K 0.03%
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546
$309K 0.03%
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547
$309K 0.03%
7,700
548
$309K 0.03%
3,502
549
$309K 0.03%
28,361
550
$307K 0.03%
10,202
20 21
22
23 24