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
626
$252K 0.02%
4,749
627
$250K 0.02%
14,578
628
$250K 0.02%
+4,041
629
$249K 0.02%
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$246K 0.02%
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$246K 0.02%
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632
$245K 0.02%
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633
$244K 0.02%
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634
$244K 0.02%
+2,357
635
$243K 0.02%
3,866
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636
$243K 0.02%
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637
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638
$242K 0.02%
20,000
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640
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641
$239K 0.02%
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642
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643
$239K 0.02%
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648
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649
$232K 0.02%
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650
$232K 0.02%
14,971
24 25
26
27 28