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
326
$570K 0.04%
11,151
+2,617
327
$569K 0.04%
11,426
+1,154
328
$566K 0.04%
4,898
-200
329
$562K 0.04%
21,931
-2,700
330
$558K 0.04%
10,821
331
$558K 0.04%
265
+57
332
$558K 0.04%
+6,094
333
$553K 0.04%
6,827
+2,155
334
$552K 0.04%
10,785
+4,374
335
$551K 0.04%
10,009
+2,327
336
$547K 0.04%
13,832
-860
337
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12,950
338
$544K 0.04%
5,844
+1,341
339
$542K 0.04%
13,168
340
$537K 0.04%
6,235
-824
341
$535K 0.04%
5,721
342
$532K 0.04%
24,800
-12,000
343
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32,000
+4,000
344
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1,981
345
$528K 0.04%
6,565
+1,581
346
$528K 0.04%
5,143
+1,207
347
$528K 0.04%
6,768
+1,599
348
$526K 0.04%
5,511
+131
349
$526K 0.04%
15,051
+3,609
350
$523K 0.04%
+30,000
12 13
14
15 16