SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
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 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-8,114
752
– –
-3,629
753
– –
-4,222
754
– –
-10,497
755
– –
-10,587
756
– –
-8,456
757
– –
-1,294
758
– –
-3,214
759
– –
-3,720
760
– –
-3,193
761
– –
-5,659
762
– –
-4,079
763
– –
-4,027
764
– –
-8,759
765
– –
-6,536
766
– –
-5,304
767
– –
-6,762
768
– –
-774
769
– –
-3,643
770
– –
-1,073
771
– –
-18,915
772
– –
-150,000
773
– –
-6,930
774
– –
-35,404
775
– –
-2,669
28 29 30
31
32