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
476
$370K 0.03%
7,529
-1,214
477
$370K 0.03%
6,415
-23,294
478
$370K 0.03%
13,723
-1,000
479
$369K 0.03%
4,751
-800
480
$368K 0.03%
2,779
-200
481
$367K 0.03%
1,881
-267
482
$367K 0.03%
4,336
483
$366K 0.03%
4,006
-872
484
$365K 0.03%
4,737
485
$364K 0.03%
+17,980
486
$363K 0.03%
17,378
487
$363K 0.03%
6,192
-1,715
488
$362K 0.03%
7,184
-756
489
$360K 0.02%
3,667
490
$359K 0.02%
10,151
-400
491
$355K 0.02%
2,978
492
$351K 0.02%
7,911
-2,065
493
$351K 0.02%
7,187
494
$349K 0.02%
8,574
+774
495
$349K 0.02%
3,630
-819
496
$348K 0.02%
4,021
497
$348K 0.02%
7,700
-164
498
$348K 0.02%
8,060
499
$348K 0.02%
2,430
500
$348K 0.02%
13,140
18 19
20
21 22