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
26
$7.69M 0.53%
325,883
+25,200
27
$7.62M 0.53%
4,278
+437
28
$7.61M 0.53%
45,732
+9,205
29
$7.02M 0.49%
56,382
-16,839
30
$7.01M 0.49%
143,863
+44,193
31
$6.99M 0.48%
98,923
+17,638
32
$6.89M 0.48%
41,092
+2,102
33
$6.78M 0.47%
47,504
+5,259
34
$6.66M 0.46%
303,930
+41,940
35
$6.63M 0.46%
20,262
+4,426
36
$6.61M 0.46%
113,173
+14,238
37
$6.58M 0.46%
148,251
+9,211
38
$6.46M 0.45%
199,117
+32,642
39
$6.41M 0.44%
61,002
-600
40
$6.31M 0.44%
48,461
-9,585
41
$6.24M 0.43%
269,882
42
$6.14M 0.43%
157,587
+35,611
43
$6.09M 0.42%
194,116
-55,388
44
$5.92M 0.41%
90,899
-15,032
45
$5.9M 0.41%
132,246
+38,700
46
$5.87M 0.41%
244,203
+46,734
47
$5.57M 0.39%
105,930
+40,511
48
$5.26M 0.36%
66,093
+13,500
49
$5.17M 0.36%
48,228
-6,230
50
$5.15M 0.36%
46,056
+15,586
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