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
576
$293K 0.02%
2,337
577
$293K 0.02%
2,428
+189
578
$292K 0.02%
+8,582
579
$292K 0.02%
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580
$291K 0.02%
5,047
+402
581
$290K 0.02%
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-5,262
582
$290K 0.02%
6,739
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583
$290K 0.02%
6,375
-2,064
584
$290K 0.02%
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585
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4,303
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586
$289K 0.02%
4,091
-1,375
587
$289K 0.02%
3,213
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588
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-467
589
$288K 0.02%
6,454
-2,072
590
$288K 0.02%
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591
$287K 0.02%
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593
$287K 0.02%
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594
$287K 0.02%
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4,718
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597
$286K 0.02%
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598
$284K 0.02%
11,969
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599
$282K 0.02%
8,980
-2,178
600
$282K 0.02%
4,146
22 23
24
25 26