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
76
$2.98M 0.27%
194,670
+15,675
77
$2.95M 0.27%
139,436
+6,876
78
$2.95M 0.27%
14,369
+1,664
79
$2.92M 0.26%
69,916
+300
80
$2.87M 0.26%
44,943
+510
81
$2.81M 0.25%
36,781
+800
82
$2.69M 0.24%
27,061
+400
83
$2.68M 0.24%
19,926
84
$2.64M 0.24%
19,794
+2,700
85
$2.62M 0.24%
34,227
-200
86
$2.57M 0.23%
43,456
-3,000
87
$2.56M 0.23%
33,440
+2,900
88
$2.5M 0.23%
68,061
+3,573
89
$2.45M 0.22%
6,788
+601
90
$2.43M 0.22%
87,168
+1,980
91
$2.31M 0.21%
82,096
+7,276
92
$2.31M 0.21%
90,807
+762
93
$2.25M 0.2%
89,924
-600
94
$2.21M 0.2%
96,903
+3,300
95
$2.21M 0.2%
132,499
96
$2.19M 0.2%
22,855
97
$2.15M 0.2%
15,472
+1,064
98
$2.15M 0.19%
61,856
+2,056
99
$2.15M 0.19%
15,158
+100
100
$2.13M 0.19%
47,860
2 3
4
5 6