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
626
$237K 0.01%
7,442
627
$237K 0.01%
3,589
628
$237K 0.01%
1,345
-40
629
$237K 0.01%
1,201
630
$237K 0.01%
3,203
-236
631
$236K 0.01%
996
-87
632
$236K 0.01%
+1,990
633
$235K 0.01%
12,620
634
$235K 0.01%
+6,878
635
$235K 0.01%
2,194
636
$235K 0.01%
2,413
637
$234K 0.01%
1,365
638
$234K 0.01%
3,694
639
$234K 0.01%
2,504
640
$233K 0.01%
1,162
641
$233K 0.01%
+2,021
642
$233K 0.01%
+8,754
643
$232K 0.01%
+1,647
644
$232K 0.01%
2,774
645
$232K 0.01%
+1,955
646
$231K 0.01%
+75,115
647
$231K 0.01%
1,115
648
$230K 0.01%
2,165
649
$230K 0.01%
3,769
650
$229K 0.01%
+2,286
24 25
26
27 28