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
701
$208K 0.02%
+1,769
702
$208K 0.02%
+3,740
703
$206K 0.02%
12,146
704
$206K 0.02%
13,479
705
$205K 0.02%
8,917
706
$204K 0.02%
5,106
-8,951
707
$203K 0.02%
+5,790
708
$203K 0.02%
2,270
709
$203K 0.02%
8,623
710
$203K 0.02%
+9,961
711
$203K 0.02%
6,991
712
$202K 0.02%
+2,137
713
$202K 0.02%
421
714
$202K 0.02%
+3,557
715
$201K 0.02%
6,047
716
$200K 0.02%
+6,470
717
$200K 0.02%
+4,118
718
$196K 0.02%
16,020
719
$191K 0.02%
67,000
720
$189K 0.02%
853
721
$181K 0.02%
14,532
722
$179K 0.02%
13,351
723
$178K 0.02%
6,061
+845
724
$173K 0.02%
13,108
725
$173K 0.02%
11,230
-41
27 28
29
30 31