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
401
$454K 0.03%
45,592
402
$453K 0.03%
60,000
+40,000
403
$451K 0.03%
5,531
404
$450K 0.03%
4,100
+200
405
$450K 0.03%
13,700
+900
406
$450K 0.03%
12,559
-427
407
$449K 0.03%
15,744
408
$448K 0.03%
8,525
409
$447K 0.03%
2,929
+86
410
$444K 0.03%
3,070
411
$441K 0.03%
9,645
+2,286
412
$440K 0.03%
5,496
+1,321
413
$440K 0.03%
66,140
414
$436K 0.03%
26,000
415
$433K 0.03%
3,201
+704
416
$431K 0.03%
4,394
-1,283
417
$431K 0.03%
14,740
418
$429K 0.03%
13,864
419
$429K 0.03%
15,307
-4,144
420
$427K 0.03%
4,794
-961
421
$426K 0.03%
13,254
422
$422K 0.03%
7,370
423
$421K 0.03%
6,644
424
$421K 0.03%
8,178
425
$420K 0.03%
2,154
15 16
17
18 19