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 18.77%
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
126
$1.72M 0.16%
58,216
127
$1.69M 0.15%
21,721
+4,516
128
$1.69M 0.15%
30,000
129
$1.67M 0.15%
24,370
130
$1.64M 0.15%
20,563
-100
131
$1.61M 0.15%
17,010
-300
132
$1.6M 0.14%
47,279
+2,729
133
$1.59M 0.14%
30,033
+1,583
134
$1.58M 0.14%
10,004
+653
135
$1.55M 0.14%
14,994
+500
136
$1.54M 0.14%
32,277
137
$1.5M 0.14%
7,406
+295
138
$1.5M 0.14%
15,278
+675
139
$1.5M 0.14%
181,180
-5,420
140
$1.49M 0.14%
7
141
$1.49M 0.14%
18,479
-93
142
$1.49M 0.13%
56,200
+5,887
143
$1.48M 0.13%
23,587
+1,700
144
$1.47M 0.13%
52,059
+2,905
145
$1.46M 0.13%
44,779
+3,948
146
$1.46M 0.13%
17,655
+4,082
147
$1.46M 0.13%
39,920
+8,513
148
$1.44M 0.13%
11,455
+7,971
149
$1.43M 0.13%
17,924
+1,678
150
$1.42M 0.13%
24,881
+2,892
4 5
6
7 8