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
751
– –
-7,128
752
– –
-4,062
753
– –
-12,621
754
– –
-7,223
755
– –
-5,175
756
– –
-7,984
757
– –
-2,670
758
– –
-8,709
759
– –
-25,632
760
– –
-8,114
761
– –
-3,629
762
– –
-4,222
763
– –
-10,497
764
– –
-10,587
765
– –
-13,218
766
– –
-8,439
767
– –
-19,334
768
– –
-3,330
769
– –
-8,000
770
– –
-2,835
771
– –
-6,621
772
– –
-3,313
773
– –
-9,486
774
– –
-5,301
775
– –
-8,456
28 29 30
31
32