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
726
$171K 0.02%
13,984
727
$170K 0.02%
16,841
+1,246
728
$160K 0.01%
+10,013
729
$157K 0.01%
14,123
730
$154K 0.01%
746
+69
731
$152K 0.01%
1,777
732
$142K 0.01%
+20,276
733
$141K 0.01%
16,403
734
$136K 0.01%
19,483
735
$131K 0.01%
15,104
736
$128K 0.01%
3,168
737
$125K 0.01%
11,770
+948
738
$124K 0.01%
18,087
739
$119K 0.01%
1,423
740
$115K 0.01%
3,913
741
$99K 0.01%
15,503
-337
742
$68K 0.01%
82
743
$64K 0.01%
3,331
744
$62K 0.01%
14,920
+4,015
745
$34K ﹤0.01%
3,294
+59
746
$13K ﹤0.01%
24,142
747
– –
-4,079
748
– –
-6,660
749
– –
-4,417
750
– –
-8,010
28 29
30
31 32