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
601
$282K 0.02%
5,157
602
$281K 0.02%
3,608
+292
603
$281K 0.02%
9,514
-300
604
$280K 0.02%
2,362
605
$279K 0.02%
2,106
-360
606
$279K 0.02%
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607
$279K 0.02%
2,490
-8,400
608
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1,521
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609
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610
$278K 0.02%
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611
$277K 0.02%
8,366
-2,400
612
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613
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614
$275K 0.02%
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615
$275K 0.02%
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616
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617
$273K 0.02%
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$273K 0.02%
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619
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620
$273K 0.02%
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621
$271K 0.02%
8,128
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622
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+30,000
623
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+2,862
624
$270K 0.02%
5,278
-2,490
625
$268K 0.02%
13,076
23 24
25
26 27