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
726
$169K ﹤0.01%
18,444
727
$163K ﹤0.01%
13,629
728
$154K ﹤0.01%
26,341
729
$153K ﹤0.01%
13,285
-814
730
$153K ﹤0.01%
16,910
-1,483
731
$144K ﹤0.01%
14,280
+1,983
732
$135K ﹤0.01%
14,410
-1,272
733
$133K ﹤0.01%
18,101
734
$128K ﹤0.01%
11,988
735
$125K ﹤0.01%
18,306
736
$124K ﹤0.01%
43,396
737
$120K ﹤0.01%
15,586
738
$118K ﹤0.01%
10,544
739
$116K ﹤0.01%
11,227
740
$107K ﹤0.01%
12,122
741
$102K ﹤0.01%
15,521
742
$98.5K ﹤0.01%
12,876
743
$88.7K ﹤0.01%
11,786
744
$65.2K ﹤0.01%
11,564
745
$62.7K ﹤0.01%
17,097
746
– –
-4,308
747
– –
-6,156
748
– –
-6,000
749
– –
-7,393
750
– –
-5,973
28 29
30
31 32