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
76
$11.4M 0.29%
135,337
-1,618
77
$11.3M 0.29%
157,056
-80,254
78
$11.1M 0.29%
280,076
+67,805
79
$11.1M 0.28%
100,216
-40,500
80
$11M 0.28%
106,471
+19,500
81
$11M 0.28%
81,531
+1,295
82
$11M 0.28%
53,231
+723
83
$10.8M 0.28%
172,181
+11,977
84
$10.7M 0.27%
72,508
-571
85
$10.7M 0.27%
235,946
+66,598
86
$10.5M 0.27%
200,945
-7,313
87
$10.4M 0.27%
37,203
-38
88
$10.4M 0.27%
45,218
+2,701
89
$10.4M 0.27%
26,698
+8,347
90
$10.4M 0.27%
+311,179
91
$10.3M 0.26%
87,717
+5,329
92
$10.2M 0.26%
12,225
+53
93
$10.1M 0.26%
36,976
-581
94
$10M 0.26%
11,185
-628
95
$9.87M 0.25%
60,913
-18,053
96
$9.81M 0.25%
19,868
-4,552
97
$9.71M 0.25%
19,617
+17,666
98
$9.64M 0.25%
176,455
+18,084
99
$9.63M 0.25%
27,247
+891
100
$9.39M 0.24%
162,881
-219