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
$1.33B
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.69M
3
+$3.28M
4
DVA icon
DaVita
DVA
+$3.15M
5
VIAB
Viacom Inc. Class B
VIAB
+$3.08M

Top Sells

1
+$4.8M
2
+$4.13M
3
+$3.66M
4
CVX icon
Chevron
CVX
+$3.52M
5
AMAT icon
Applied Materials
AMAT
+$2.61M

Sector Composition

1 Technology 20.14%
2 Financials 16.07%
3 Communication Services 10.91%
4 Healthcare 10.82%
5 Energy 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$701K 0.05%
13,819
277
$696K 0.05%
+35,735
278
$695K 0.05%
8,858
-2,436
279
$695K 0.05%
9,644
-1,930
280
$694K 0.05%
32,558
281
$693K 0.05%
3,462
+780
282
$693K 0.05%
+7,556
283
$692K 0.05%
10,189
+4,220
284
$691K 0.05%
6,026
+1,709
285
$691K 0.05%
7,112
+1,671
286
$689K 0.05%
13,065
287
$687K 0.05%
36,070
-9,454
288
$678K 0.05%
21,599
+4,757
289
$669K 0.05%
6,196
+1,629
290
$668K 0.05%
8,448
-660
291
$667K 0.05%
11,165
292
$667K 0.05%
9,025
293
$666K 0.05%
16,914
-1,730
294
$664K 0.05%
3,602
+823
295
$654K 0.05%
100,000
+50,000
296
$653K 0.05%
5,423
+2,539
297
$652K 0.05%
18,278
-2,017
298
$649K 0.04%
4,934
-12,192
299
$647K 0.04%
21,040
300
$646K 0.04%
7,047
+1,642
10 11
12
13 14