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
101
$9.35M 0.24%
116,215
+15,050
102
$9.33M 0.24%
37,871
-140
103
$9.32M 0.24%
44,901
+14,133
104
$9.11M 0.23%
33,146
-1,255
105
$9.08M 0.23%
160,730
-65,030
106
$9.03M 0.23%
93,835
-402
107
$8.97M 0.23%
116,835
-255
108
$8.78M 0.23%
37,507
+25,900
109
$8.51M 0.22%
246,478
-836
110
$8.47M 0.22%
98,670
-100
111
$8.3M 0.21%
30,608
+13,702
112
$8.25M 0.21%
79,494
+29,830
113
$8.19M 0.21%
65,803
-76,400
114
$8.05M 0.21%
366,055
+1,894
115
$8.02M 0.21%
76,190
-347
116
$7.71M 0.2%
30,370
-18,194
117
$7.55M 0.19%
13,567
118
$7.54M 0.19%
104,603
119
$7.52M 0.19%
27,303
120
$7.35M 0.19%
53,914
121
$7.09M 0.18%
55,924
122
$6.88M 0.18%
85,717
-10,200
123
$6.86M 0.18%
66,876
-66
124
$6.57M 0.17%
66,592
125
$6.47M 0.17%
139,781
-713