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
801
$206K 0.01%
2,908
-116
802
$205K 0.01%
+1,446
803
$204K 0.01%
+9,231
804
$204K 0.01%
2,659
-898
805
$204K 0.01%
+6,660
806
$204K 0.01%
3,848
-1,060
807
$204K 0.01%
9,903
+3,319
808
$203K 0.01%
2,997
+239
809
$203K 0.01%
10,831
810
$203K 0.01%
+5,558
811
$202K 0.01%
3,633
-4,425
812
$202K 0.01%
7,564
-3,493
813
$201K 0.01%
+2,988
814
$201K 0.01%
7,433
-2,627
815
$201K 0.01%
+6,807
816
$198K 0.01%
10,000
-90
817
$198K 0.01%
+11,470
818
$188K 0.01%
+11,035
819
$187K 0.01%
157
+75
820
$183K 0.01%
29,563
821
$180K 0.01%
12,812
822
$177K 0.01%
68,564
+38,435
823
$173K 0.01%
25,000
824
$168K 0.01%
13,284
825
$167K 0.01%
10,173
-3,811
31 32
33
34 35