SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.23M
3
+$1.2M
4
TSLA icon
Tesla
TSLA
+$1.07M
5
INTC icon
Intel
INTC
+$625K

Top Sells

1
+$3.7M
2
+$1.7M
3
+$1.69M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.65M
5
AME icon
Ametek
AME
+$1.25M

Sector Composition

1 Technology 17.91%
2 Healthcare 15%
3 Financials 12.45%
4 Industrials 10.17%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$632K 0.1%
10,881
227
$631K 0.1%
54,357
-1,591
228
$630K 0.1%
119,700
+20,650
229
$629K 0.1%
10,258
230
$629K 0.1%
8,823
-466
231
$627K 0.09%
24,288
-728
232
$627K 0.09%
6,881
233
$627K 0.09%
9,100
+4,555
234
$625K 0.09%
11,806
235
$624K 0.09%
6,292
236
$621K 0.09%
10,738
+1,560
237
$618K 0.09%
12,119
-900
238
$614K 0.09%
14,789
239
$612K 0.09%
11,502
-620
240
$612K 0.09%
+6,800
241
$611K 0.09%
16,521
242
$611K 0.09%
9,381
-262
243
$607K 0.09%
29,073
244
$601K 0.09%
7,770
-497
245
$600K 0.09%
7,223
246
$595K 0.09%
10,966
-806
247
$595K 0.09%
+10,600
248
$591K 0.09%
11,064
249
$591K 0.09%
21,835
250
$590K 0.09%
20,274
-554
8 9
10
11 12