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 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.42M 0.13%
1,593,240
+395,800
152
$1.41M 0.13%
34,803
+1,500
153
$1.39M 0.13%
21,970
154
$1.39M 0.13%
35,217
+1,046
155
$1.38M 0.12%
31,439
156
$1.38M 0.12%
19,314
+190
157
$1.37M 0.12%
42,953
+13,922
158
$1.34M 0.12%
58,180
159
$1.34M 0.12%
8,524
+500
160
$1.33M 0.12%
14,903
161
$1.33M 0.12%
12,708
162
$1.33M 0.12%
28,006
+11,827
163
$1.32M 0.12%
34,614
+6,900
164
$1.31M 0.12%
49,092
-52,246
165
$1.31M 0.12%
51,120
-5,748
166
$1.26M 0.11%
27,090
167
$1.25M 0.11%
120,885
-2,236
168
$1.24M 0.11%
13,479
169
$1.24M 0.11%
33,642
-2,600
170
$1.23M 0.11%
5,654
171
$1.23M 0.11%
21,082
+298
172
$1.23M 0.11%
10,512
-600
173
$1.21M 0.11%
67,110
+60
174
$1.21M 0.11%
62,800
+10,200
175
$1.19M 0.11%
30,191
5 6
7
8 9