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
451
$391K 0.03%
8,706
-300
452
$391K 0.03%
16,859
-1,860
453
$390K 0.03%
5,684
+1,438
454
$387K 0.03%
+7,115
455
$386K 0.03%
96,506
456
$385K 0.03%
4,130
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457
$384K 0.03%
3,160
-200
458
$384K 0.03%
7,506
459
$383K 0.03%
7,783
-1,400
460
$383K 0.03%
71,000
+39,000
461
$382K 0.03%
2,715
462
$382K 0.03%
7,013
463
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6,396
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464
$380K 0.03%
9,317
+1,645
465
$380K 0.03%
9,266
466
$378K 0.03%
18,477
-4,767
467
$378K 0.03%
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468
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6,266
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471
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4,488
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$374K 0.03%
3,833
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473
$372K 0.03%
5,337
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474
$372K 0.03%
4,787
+2,097
475
$370K 0.03%
9,723
17 18
19
20 21