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
601
$267K 0.02%
7,099
+691
602
$267K 0.02%
1,802
603
$265K 0.02%
15,065
604
$263K 0.02%
8,709
605
$263K 0.02%
5,336
606
$263K 0.02%
6,501
607
$263K 0.02%
2,017
-110
608
$263K 0.02%
32,561
609
$263K 0.02%
9,272
610
$263K 0.02%
12,202
611
$262K 0.02%
7,197
+475
612
$262K 0.02%
3,974
+265
613
$262K 0.02%
6,833
614
$261K 0.02%
8,443
+785
615
$260K 0.02%
8,295
616
$259K 0.02%
19,359
617
$259K 0.02%
4,926
618
$259K 0.02%
21,059
-700
619
$259K 0.02%
19,953
+1,884
620
$258K 0.02%
40,540
621
$257K 0.02%
7,013
622
$256K 0.02%
5,262
+479
623
$256K 0.02%
6,631
+1,423
624
$255K 0.02%
8,090
-400
625
$252K 0.02%
+4,101
23 24
25
26 27