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
176
$1.19M 0.11%
70,000
177
$1.19M 0.11%
28,968
+2,400
178
$1.17M 0.11%
15,551
+3,600
179
$1.16M 0.1%
16,091
+5,200
180
$1.16M 0.1%
25,862
-3,760
181
$1.14M 0.1%
60,000
+27,000
182
$1.13M 0.1%
8,756
-2,218
183
$1.12M 0.1%
52,408
+892
184
$1.11M 0.1%
16,779
+5,613
185
$1.11M 0.1%
7,127
+600
186
$1.08M 0.1%
26,779
+3,000
187
$1.07M 0.1%
11,798
188
$1.05M 0.1%
72,074
+10,994
189
$1.05M 0.1%
15,499
+2,550
190
$1.04M 0.09%
31,231
191
$1.03M 0.09%
17,693
192
$1.03M 0.09%
12,604
193
$1.01M 0.09%
6,855
+5,227
194
$1.01M 0.09%
17,140
195
$1.01M 0.09%
19,406
196
$993K 0.09%
13,056
+1,397
197
$988K 0.09%
32,084
+9,602
198
$981K 0.09%
11,899
+1,021
199
$971K 0.09%
26,997
200
$966K 0.09%
27,342
6 7
8
9 10