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
126
$6.42M 0.16%
171,172
127
$6.37M 0.16%
121,558
128
$6.36M 0.16%
26,019
-100
129
$6.36M 0.16%
42,244
-84
130
$6.34M 0.16%
+176,846
131
$6.2M 0.16%
55,500
+31,254
132
$6.16M 0.16%
38,763
133
$6.03M 0.15%
44,911
134
$5.95M 0.15%
290,691
+148,000
135
$5.91M 0.15%
18,245
+40
136
$5.88M 0.15%
53,608
137
$5.82M 0.15%
24,061
-3,039
138
$5.77M 0.15%
13,824
-3,910
139
$5.7M 0.15%
110,083
-9,071
140
$5.55M 0.14%
129,694
+68,000
141
$5.51M 0.14%
70,761
142
$5.48M 0.14%
10,853
143
$5.45M 0.14%
134,474
-310
144
$5.38M 0.14%
57,291
145
$5.37M 0.14%
27,044
146
$5.28M 0.14%
150,340
147
$5.1M 0.13%
142,858
148
$5.08M 0.13%
131,104
-10,370
149
$5.02M 0.13%
77,417
-196
150
$5M 0.13%
145,100
-53,000
4 5
6
7 8