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
101
$2.83M 0.2%
56,717
+9,881
102
$2.76M 0.19%
46,380
+3,814
103
$2.76M 0.19%
29,287
+3,072
104
$2.75M 0.19%
49,827
-234
105
$2.75M 0.19%
81,786
106
$2.69M 0.19%
33,954
+3,004
107
$2.57M 0.18%
29,029
+2,180
108
$2.57M 0.18%
26,193
+2,272
109
$2.54M 0.18%
59,324
-100
110
$2.53M 0.18%
78,211
-5,578
111
$2.49M 0.17%
20,721
-25
112
$2.48M 0.17%
20,855
+100
113
$2.46M 0.17%
33,285
114
$2.43M 0.17%
26,160
-2,237
115
$2.4M 0.17%
10,088
116
$2.4M 0.17%
34,931
-4,600
117
$2.38M 0.16%
15,462
+4,104
118
$2.36M 0.16%
80,275
119
$2.35M 0.16%
40,764
-1,098
120
$2.29M 0.16%
20,203
+942
121
$2.28M 0.16%
19,660
+1,753
122
$2.27M 0.16%
78,724
+11,655
123
$2.23M 0.15%
24,850
124
$2.21M 0.15%
+70,856
125
$2.16M 0.15%
65,686
-41,537
3 4
5
6 7