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
826
$158K 0.01%
10,499
827
$155K 0.01%
+18,424
828
$152K 0.01%
37,014
-3,728
829
$142K 0.01%
23,049
-8,377
830
$141K 0.01%
32,134
831
$140K 0.01%
10,637
-4,673
832
$138K 0.01%
11,036
833
$134K 0.01%
+18,638
834
$122K 0.01%
+10,054
835
$119K 0.01%
3,025
836
$118K 0.01%
15,551
-288
837
$116K 0.01%
1,479
838
$100K 0.01%
3,712
+563
839
$98K 0.01%
+11,035
840
$97K 0.01%
+12,478
841
$92K 0.01%
+11,003
842
$84K 0.01%
22,000
843
$76K 0.01%
2,578
-1,335
844
$70K ﹤0.01%
827
-710
845
$69K ﹤0.01%
+12,235
846
$46K ﹤0.01%
1,423
847
$44K ﹤0.01%
+10,727
848
– –
0
849
– –
-6,905
850
– –
-3,740
32 33
34
35 36