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
676
$219K 0.01%
+1,278
677
$219K 0.01%
1,681
678
$218K 0.01%
+6,282
679
$218K 0.01%
2,281
680
$216K 0.01%
+6,915
681
$216K 0.01%
1,458
-400
682
$215K 0.01%
5,131
683
$215K 0.01%
+7,666
684
$214K 0.01%
+729
685
$214K 0.01%
+8,538
686
$213K 0.01%
+2,042
687
$213K 0.01%
+2,062
688
$212K 0.01%
+870
689
$212K 0.01%
1,710
690
$212K 0.01%
5,917
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691
$212K 0.01%
6,288
692
$212K 0.01%
9,224
-404
693
$212K 0.01%
+1,808
694
$212K 0.01%
+1,829
695
$211K 0.01%
3,995
696
$210K 0.01%
+4,829
697
$209K 0.01%
13,877
698
$209K 0.01%
10,905
699
$209K 0.01%
+4,107
700
$208K 0.01%
+623
26 27
28
29 30