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
151
$4.89M 0.13%
41,586
-14,393
152
$4.87M 0.13%
168,282
-5,368
153
$4.86M 0.12%
18,130
154
$4.8M 0.12%
40,371
+13,000
155
$4.78M 0.12%
33,303
156
$4.76M 0.12%
72,828
-224
157
$4.75M 0.12%
49,456
-86,800
158
$4.74M 0.12%
9,361
+3,600
159
$4.71M 0.12%
+72,314
160
$4.68M 0.12%
+164,008
161
$4.56M 0.12%
126,005
162
$4.45M 0.11%
66,369
+16,025
163
$4.44M 0.11%
13,407
+225
164
$4.37M 0.11%
55,492
165
$4.35M 0.11%
11,191
166
$4.34M 0.11%
37,653
-1,138
167
$4.29M 0.11%
37,275
168
$4.29M 0.11%
9,794
+5,005
169
$4.25M 0.11%
31,457
-2,500
170
$4.19M 0.11%
15,437
171
$4.19M 0.11%
54,411
-20,000
172
$4.18M 0.11%
57,539
-11,300
173
$4.15M 0.11%
8,042
+825
174
$4.12M 0.11%
16,001
-55
175
$4.11M 0.11%
21,201
-100
5 6
7
8 9