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
751
$220K 0.02%
3,961
-1,375
752
$220K 0.02%
15,752
-7,522
753
$220K 0.02%
8,363
754
$219K 0.02%
+4,519
755
$218K 0.02%
+25,160
756
$218K 0.02%
26,635
+3,220
757
$217K 0.02%
6,360
-2,349
758
$217K 0.02%
8,145
759
$217K 0.02%
4,644
760
$216K 0.02%
+10,279
761
$216K 0.02%
+4,970
762
$215K 0.01%
5,343
-6,117
763
$215K 0.01%
13,509
764
$214K 0.01%
7,934
-2,207
765
$214K 0.01%
3,640
-4,041
766
$214K 0.01%
+12,326
767
$214K 0.01%
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768
$214K 0.01%
2,872
-4,118
769
$214K 0.01%
+4,813
770
$213K 0.01%
5,662
-1,976
771
$213K 0.01%
+7,098
772
$212K 0.01%
14,289
773
$211K 0.01%
+6,492
774
$211K 0.01%
3,300
-754
775
$211K 0.01%
16,638
29 30
31
32 33