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
701
$239K 0.02%
4,903
702
$239K 0.02%
7,032
+649
703
$238K 0.02%
3,433
704
$238K 0.02%
4,637
+308
705
$237K 0.02%
6,060
+833
706
$237K 0.02%
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707
$237K 0.02%
3,901
+243
708
$237K 0.02%
18,326
+5,326
709
$237K 0.02%
7,221
-2,663
710
$237K 0.02%
2,693
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711
$236K 0.02%
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712
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5,567
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$235K 0.02%
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-500
714
$234K 0.02%
+2,847
715
$234K 0.02%
13,099
716
$234K 0.02%
5,031
+1,058
717
$233K 0.02%
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$233K 0.02%
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$233K 0.02%
16,703
-95,000
720
$233K 0.02%
5,441
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721
$232K 0.02%
+3,609
722
$231K 0.02%
+6,728
723
$230K 0.02%
+7,637
724
$230K 0.02%
4,102
725
$229K 0.02%
1,774
27 28
29
30 31