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
601
$247K 0.01%
10,693
+495
602
$247K 0.01%
12,124
603
$247K 0.01%
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$246K 0.01%
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609
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610
$245K 0.01%
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614
$242K 0.01%
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615
$241K 0.01%
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$240K 0.01%
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617
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$239K 0.01%
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2,549
624
$238K 0.01%
2,431
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625
$237K 0.01%
4,602
23 24
25
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