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
$3.9B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$18.3M
3
+$10.4M
4
GS icon
Goldman Sachs
GS
+$8.75M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.61M

Top Sells

1
+$14.7M
2
+$9.51M
3
+$8.33M
4
LMT icon
Lockheed Martin
LMT
+$8.23M
5
IBM icon
IBM
IBM
+$8.18M

Sector Composition

1 Technology 40.86%
2 Communication Services 12.12%
3 Consumer Discretionary 11.44%
4 Healthcare 9.14%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$257K 0.01%
1,731
577
$257K 0.01%
2,817
578
$257K 0.01%
2,297
-123
579
$257K 0.01%
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580
$257K 0.01%
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581
$256K 0.01%
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582
$255K 0.01%
788
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583
$254K 0.01%
13,332
584
$253K 0.01%
+1,201
585
$253K 0.01%
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586
$252K 0.01%
1,408
-51
587
$252K 0.01%
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588
$252K 0.01%
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-233
589
$251K 0.01%
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590
$251K 0.01%
3,215
591
$251K 0.01%
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592
$250K 0.01%
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593
$250K 0.01%
15,638
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$249K 0.01%
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596
$248K 0.01%
2,695
597
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1,153
598
$248K 0.01%
2,068
599
$248K 0.01%
10,814
600
$247K 0.01%
+6,280
22 23
24
25 26