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
676
$250K 0.02%
3,060
-1,452
677
$250K 0.02%
2,179
+227
678
$249K 0.02%
3,300
-215
679
$248K 0.02%
8,554
-2,144
680
$246K 0.02%
1,191
681
$246K 0.02%
2,618
682
$245K 0.02%
7,482
683
$245K 0.02%
2,060
-16
684
$245K 0.02%
3,383
+368
685
$245K 0.02%
6,991
686
$244K 0.02%
13,569
-5,922
687
$243K 0.02%
9,408
688
$242K 0.02%
1,770
689
$242K 0.02%
12,054
+986
690
$242K 0.02%
+4,700
691
$242K 0.02%
2,938
+294
692
$242K 0.02%
10,215
693
$241K 0.02%
+4,074
694
$241K 0.02%
7,214
695
$241K 0.02%
3,236
696
$241K 0.02%
2,479
-11,000
697
$240K 0.02%
4,090
-1,266
698
$240K 0.02%
6,127
-1,984
699
$240K 0.02%
5,307
-1,830
700
$240K 0.02%
+1,287
26 27
28
29 30