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
101
$2.07M 0.19%
29,358
+2,400
102
$2.07M 0.19%
86,658
+5,590
103
$2.05M 0.19%
50,012
-500
104
$2.05M 0.19%
19,209
+1,364
105
$2.05M 0.19%
112,470
+3,480
106
$2.03M 0.18%
50,312
107
$2.01M 0.18%
17,535
108
$2M 0.18%
27,550
+7,100
109
$2M 0.18%
10,088
110
$1.99M 0.18%
19,150
+108
111
$1.96M 0.18%
+51,033
112
$1.91M 0.17%
32,903
+1,600
113
$1.9M 0.17%
19,690
+4,100
114
$1.9M 0.17%
17,143
-2,319
115
$1.88M 0.17%
18,339
-945
116
$1.87M 0.17%
19,826
-300
117
$1.87M 0.17%
45,625
118
$1.87M 0.17%
84,060
+5,742
119
$1.85M 0.17%
215,580
+174,474
120
$1.83M 0.17%
40,997
+1,961
121
$1.8M 0.16%
38,265
+6,000
122
$1.78M 0.16%
26,943
+919
123
$1.77M 0.16%
20,946
124
$1.76M 0.16%
21,685
+5,148
125
$1.73M 0.16%
28,162
+7,400
3 4
5
6 7