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
651
$231K 0.02%
3,736
652
$231K 0.02%
+5,296
653
$229K 0.02%
16,229
654
$228K 0.02%
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$227K 0.02%
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656
$227K 0.02%
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657
$226K 0.02%
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658
$226K 0.02%
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659
$226K 0.02%
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660
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2,698
661
$225K 0.02%
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662
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663
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664
$224K 0.02%
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667
$222K 0.02%
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$221K 0.02%
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$220K 0.02%
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673
$219K 0.02%
275
674
$219K 0.02%
+4,618
675
$218K 0.02%
1,191
25 26
27
28 29