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
176
$1.44M 0.1%
21,227
-22,367
177
$1.43M 0.1%
96,210
-8,215
178
$1.42M 0.1%
30,142
-300
179
$1.42M 0.1%
28,814
+4,293
180
$1.41M 0.1%
34,655
181
$1.38M 0.1%
52,909
+501
182
$1.38M 0.1%
2,113
183
$1.38M 0.1%
23,439
-1,200
184
$1.38M 0.1%
11,340
185
$1.37M 0.09%
18,429
186
$1.35M 0.09%
+44,010
187
$1.32M 0.09%
97,000
+63,000
188
$1.31M 0.09%
38,420
189
$1.3M 0.09%
16,521
-100
190
$1.29M 0.09%
16,040
+1,054
191
$1.28M 0.09%
49,959
192
$1.28M 0.09%
10,114
+1,864
193
$1.24M 0.09%
4,343
+468
194
$1.24M 0.09%
53,039
-3,914
195
$1.24M 0.09%
33,476
+4,626
196
$1.23M 0.09%
151,200
+50,400
197
$1.21M 0.08%
+33,540
198
$1.21M 0.08%
11,778
+1,753
199
$1.21M 0.08%
20,823
+3,042
200
$1.2M 0.08%
25,805
+4,300
6 7
8
9 10