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
201
$3.24M 0.08%
21,888
202
$3.23M 0.08%
7,505
-28
203
$3.22M 0.08%
86,717
-35,344
204
$3.21M 0.08%
82,111
-272
205
$3.2M 0.08%
11,862
-5,892
206
$3.19M 0.08%
22,858
207
$3.1M 0.08%
24,602
-1,400
208
$3.1M 0.08%
18,109
209
$3.08M 0.08%
74,000
+65,890
210
$3.07M 0.08%
82,624
-53,437
211
$3.05M 0.08%
16,944
+5,600
212
$2.95M 0.08%
18,901
+6,300
213
$2.9M 0.07%
28,092
-20,160
214
$2.86M 0.07%
19,583
+6,700
215
$2.8M 0.07%
26,606
216
$2.76M 0.07%
32,784
217
$2.74M 0.07%
332,662
+688
218
$2.71M 0.07%
43,376
-5,897
219
$2.7M 0.07%
30,546
+11,504
220
$2.7M 0.07%
23,680
-3,903
221
$2.68M 0.07%
66,653
222
$2.67M 0.07%
5,401
-2,221
223
$2.62M 0.07%
10,257
-44
224
$2.6M 0.07%
11,528
225
$2.57M 0.07%
20,328
-139
7 8
9
10 11