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
701
$208K 0.01%
+2,388
702
$207K 0.01%
2,381
-110
703
$207K 0.01%
4,895
+414
704
$206K 0.01%
14,620
705
$206K 0.01%
+3,773
706
$206K 0.01%
+3,003
707
$205K 0.01%
1,365
-89
708
$205K 0.01%
+4,483
709
$205K 0.01%
+2,161
710
$204K 0.01%
+2,573
711
$204K 0.01%
+1,432
712
$204K 0.01%
+1,912
713
$204K 0.01%
1,233
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714
$203K 0.01%
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715
$203K 0.01%
+7,476
716
$202K 0.01%
+4,018
717
$202K 0.01%
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718
$201K 0.01%
+1,953
719
$201K 0.01%
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720
$201K 0.01%
853
721
$201K 0.01%
+2,245
722
$200K 0.01%
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723
$186K ﹤0.01%
+11,494
724
$174K ﹤0.01%
24,100
-221
725
$171K ﹤0.01%
10,878
-660
27 28
29
30 31