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
426
$419K 0.03%
11,777
-2,417
427
$419K 0.03%
12,702
-7,132
428
$418K 0.03%
2,277
+358
429
$418K 0.03%
29,000
430
$417K 0.03%
10,862
-2,399
431
$415K 0.03%
22,062
432
$413K 0.03%
29,771
-46,667
433
$412K 0.03%
14,253
434
$412K 0.03%
33,009
-5,580
435
$411K 0.03%
6,709
436
$410K 0.03%
11,365
437
$409K 0.03%
39,335
438
$408K 0.03%
13,205
-2,136
439
$404K 0.03%
2,582
440
$400K 0.03%
7,563
441
$399K 0.03%
105,000
442
$398K 0.03%
29,753
+10,270
443
$395K 0.03%
5,692
444
$394K 0.03%
4,975
445
$394K 0.03%
41,505
446
$393K 0.03%
32,515
-8,025
447
$393K 0.03%
7,000
448
$392K 0.03%
12,504
449
$391K 0.03%
20,132
-3,860
450
$391K 0.03%
12,412
-1,948
16 17
18
19 20