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
726
$229K 0.02%
5,790
-7,197
727
$227K 0.02%
+5,199
728
$227K 0.02%
+5,234
729
$227K 0.02%
4,726
-1,372
730
$227K 0.02%
2,273
+248
731
$227K 0.02%
9,240
+880
732
$227K 0.02%
1,035
-100
733
$227K 0.02%
14,054
734
$227K 0.02%
+2,270
735
$227K 0.02%
5,359
+491
736
$226K 0.02%
+3,657
737
$226K 0.02%
+3,079
738
$225K 0.02%
4,087
+440
739
$225K 0.02%
2,605
-1,226
740
$225K 0.02%
21,033
+2,946
741
$225K 0.02%
+9,702
742
$224K 0.02%
15,421
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743
$224K 0.02%
11,668
+1,519
744
$224K 0.02%
6,781
-3,478
745
$223K 0.02%
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746
$223K 0.02%
2,403
-2,696
747
$222K 0.02%
3,213
-888
748
$222K 0.02%
+4,523
749
$222K 0.02%
3,537
-1,288
750
$221K 0.02%
5,973
-2,238
28 29
30
31 32