SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
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
+$31.8M
2
+$17.8M
3
+$9.85M
4
GS icon
Goldman Sachs
GS
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.27M

Top Sells

1
+$13.8M
2
+$8.33M
3
+$7.56M
4
ANET icon
Arista Networks
ANET
+$7.56M
5
IBM icon
IBM
IBM
+$7.26M

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
51
$15.5M 0.4%
89,377
-445
52
$15.4M 0.4%
183,875
+55,911
53
$15.4M 0.39%
213,980
-45,900
54
$15.2M 0.39%
155,195
+47,700
55
$15.1M 0.39%
84,121
-5,838
56
$15M 0.38%
192,746
+93,144
57
$14.9M 0.38%
104,323
+2,000
58
$14.9M 0.38%
143,453
+1,236
59
$14.9M 0.38%
16,789
-4,747
60
$14.6M 0.37%
63,426
+878
61
$14.5M 0.37%
619,219
+3,853
62
$14.3M 0.37%
51,806
-87
63
$13.6M 0.35%
167,090
-14,470
64
$13.6M 0.35%
61,340
-37,003
65
$13.4M 0.35%
34,388
+693
66
$13.4M 0.34%
93,294
+1,319
67
$13.4M 0.34%
159,449
+380
68
$13.4M 0.34%
17,243
-37
69
$13.3M 0.34%
63,944
-15,800
70
$12.9M 0.33%
85,119
-22,510
71
$12.7M 0.33%
6,188
+115
72
$12.7M 0.33%
157,135
+3,108
73
$12.6M 0.32%
76,718
+20,700
74
$12.5M 0.32%
50,304
-5,105
75
$11.9M 0.31%
130,703
+10,344
1 2
3
4 5