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
676
$217K 0.02%
11,526
677
$217K 0.02%
+2,033
678
$217K 0.02%
13,100
-500
679
$216K 0.02%
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680
$216K 0.02%
7,638
681
$216K 0.02%
+8,363
682
$215K 0.02%
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683
$215K 0.02%
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684
$215K 0.02%
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685
$215K 0.02%
6,419
686
$214K 0.02%
11,260
687
$214K 0.02%
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688
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689
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690
$213K 0.02%
+3,831
691
$213K 0.02%
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692
$212K 0.02%
+2,456
693
$212K 0.02%
+6,332
694
$212K 0.02%
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695
$212K 0.02%
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696
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+8,069
697
$210K 0.02%
10,040
698
$210K 0.02%
+10,232
699
$209K 0.02%
15,751
700
$208K 0.02%
+3,724
26 27
28
29 30