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
251
$588K 0.09%
4,094
252
$588K 0.09%
8,585
253
$588K 0.09%
10,122
254
$587K 0.09%
9,909
-1,042
255
$587K 0.09%
20,550
-679
256
$585K 0.09%
9,227
+1,480
257
$584K 0.09%
13,351
258
$583K 0.09%
58,966
259
$581K 0.09%
19,412
260
$581K 0.09%
70,468
+28,546
261
$581K 0.09%
9,200
+4,219
262
$581K 0.09%
113
263
$575K 0.09%
12,678
+2,794
264
$574K 0.09%
25,000
265
$573K 0.09%
18,530
266
$572K 0.09%
9,960
-2,500
267
$572K 0.09%
7,592
268
$568K 0.09%
5,027
-155
269
$568K 0.09%
19,480
270
$565K 0.09%
8,907
-1,113
271
$563K 0.09%
7,093
272
$561K 0.08%
15,282
-340
273
$560K 0.08%
6,433
274
$559K 0.08%
7,905
-219
275
$559K 0.08%
5,202
9 10
11
12 13