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
776
$211K 0.01%
29,386
+14,466
777
$211K 0.01%
3,809
778
$211K 0.01%
1,379
-423
779
$211K 0.01%
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780
$210K 0.01%
+5,910
781
$210K 0.01%
6,340
-7,063
782
$210K 0.01%
18,866
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783
$210K 0.01%
2,633
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784
$210K 0.01%
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785
$210K 0.01%
16,278
-19,953
786
$210K 0.01%
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787
$210K 0.01%
+1,830
788
$210K 0.01%
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789
$209K 0.01%
3,305
-1,444
790
$209K 0.01%
7,069
791
$209K 0.01%
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792
$209K 0.01%
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793
$209K 0.01%
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$208K 0.01%
5,344
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795
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796
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797
$208K 0.01%
+2,617
798
$208K 0.01%
+2,621
799
$207K 0.01%
+9,859
800
$206K 0.01%
4,002
30 31
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