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
351
$522K 0.04%
12,451
-1,684
352
$520K 0.04%
4,884
+1,178
353
$519K 0.04%
24,789
+5,815
354
$517K 0.04%
10,244
355
$514K 0.04%
529
356
$513K 0.04%
34,300
357
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2,724
358
$510K 0.04%
+25,000
359
$505K 0.04%
86,741
360
$498K 0.03%
6,784
+1,516
361
$498K 0.03%
13,870
362
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4,032
+976
363
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+11,808
364
$494K 0.03%
9,275
365
$492K 0.03%
25,195
366
$492K 0.03%
+25,000
367
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4,080
368
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369
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370
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2,924
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371
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7,635
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372
$487K 0.03%
7,800
-2,799
373
$487K 0.03%
+10,134
374
$487K 0.03%
2,603
+36
375
$486K 0.03%
7,804
-1,460
13 14
15
16 17