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
551
$312K 0.02%
3,765
552
$312K 0.02%
3,338
-994
553
$311K 0.02%
1,739
-103
554
$310K 0.02%
5,146
555
$310K 0.02%
3,442
556
$309K 0.02%
1,549
557
$309K 0.02%
13,669
558
$309K 0.02%
+6,316
559
$308K 0.02%
16,107
-4,603
560
$306K 0.02%
11,286
+1,054
561
$306K 0.02%
+8,433
562
$305K 0.02%
4,587
563
$305K 0.02%
2,081
-400
564
$305K 0.02%
4,910
-1,505
565
$304K 0.02%
10,025
566
$303K 0.02%
4,154
+62
567
$301K 0.02%
5,002
+544
568
$300K 0.02%
12,375
-2,690
569
$300K 0.02%
2,900
-814
570
$299K 0.02%
9,528
-420
571
$299K 0.02%
6,212
572
$298K 0.02%
+6,452
573
$298K 0.02%
4,514
574
$297K 0.02%
8,880
-1,897
575
$293K 0.02%
6,383
-300
21 22
23
24 25