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
126
$2.09M 0.14%
17,638
127
$2.06M 0.14%
18,407
-100
128
$2.06M 0.14%
23,186
-2,023
129
$2.04M 0.14%
16,785
+1,475
130
$2.02M 0.14%
27,645
-2,600
131
$2M 0.14%
14,539
-223
132
$1.98M 0.14%
79,097
-8,793
133
$1.97M 0.14%
115,395
134
$1.96M 0.14%
17,962
+1,000
135
$1.96M 0.14%
62,940
+8,615
136
$1.95M 0.14%
108,600
137
$1.93M 0.13%
34,322
138
$1.91M 0.13%
14,302
+2,690
139
$1.91M 0.13%
33,774
+1,374
140
$1.91M 0.13%
28,756
+30
141
$1.89M 0.13%
82,038
142
$1.88M 0.13%
31,395
-29
143
$1.87M 0.13%
28,358
-50
144
$1.86M 0.13%
123,310
+41,018
145
$1.84M 0.13%
45,537
-100
146
$1.82M 0.13%
23,427
-600
147
$1.79M 0.12%
28,656
+3,864
148
$1.77M 0.12%
80,868
-13,126
149
$1.74M 0.12%
10,478
+1,175
150
$1.74M 0.12%
31,945
-400
4 5
6
7 8