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
626
$268K 0.02%
+5,020
627
$268K 0.02%
16,241
-6,070
628
$268K 0.02%
9,923
629
$267K 0.02%
3,239
630
$267K 0.02%
2,275
+242
631
$267K 0.02%
10,742
-3,836
632
$267K 0.02%
2,038
-4,400
633
$267K 0.02%
3,218
-3,974
634
$267K 0.02%
+7,482
635
$267K 0.02%
3,331
+330
636
$266K 0.02%
11,260
637
$266K 0.02%
26,639
+3,736
638
$266K 0.02%
5,102
-1,900
639
$266K 0.02%
32,561
640
$265K 0.02%
1,752
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641
$265K 0.02%
1,704
642
$265K 0.02%
6,512
-2,085
643
$264K 0.02%
3,898
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644
$264K 0.02%
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645
$264K 0.02%
9,318
646
$263K 0.02%
421
647
$263K 0.02%
4,746
-1,200
648
$263K 0.02%
3,968
-142
649
$263K 0.02%
3,956
+1,009
650
$263K 0.02%
8,601
-607
24 25
26
27 28