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
51
$4.03M 0.36%
98,429
-9,100
52
$4M 0.36%
31,530
-400
53
$4M 0.36%
26,226
-75
54
$3.91M 0.35%
289,483
+25,600
55
$3.88M 0.35%
83,555
+2,150
56
$3.82M 0.35%
94,084
+19,100
57
$3.77M 0.34%
40,224
+8,216
58
$3.64M 0.33%
67,313
-1,441
59
$3.62M 0.33%
40,339
+5,609
60
$3.59M 0.33%
10,546
+250
61
$3.58M 0.32%
88,862
+700
62
$3.53M 0.32%
47,905
+575
63
$3.51M 0.32%
55,672
-310
64
$3.41M 0.31%
70,411
-100
65
$3.34M 0.3%
17,478
+928
66
$3.33M 0.3%
52,551
-200
67
$3.26M 0.3%
48,834
+297
68
$3.26M 0.3%
31,878
+2,584
69
$3.26M 0.29%
37,602
+4,000
70
$3.24M 0.29%
83,952
+3,616
71
$3.19M 0.29%
62,094
+4,848
72
$3.13M 0.28%
58,294
-1,500
73
$3.12M 0.28%
61,850
-4,611
74
$3.12M 0.28%
201,760
+23,670
75
$3.1M 0.28%
27,640
1 2
3
4 5