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
276
$557K 0.08%
9,991
+1,735
277
$557K 0.08%
13,027
278
$555K 0.08%
10,870
279
$554K 0.08%
70,803
+6,915
280
$553K 0.08%
9,333
-444
281
$551K 0.08%
+11,859
282
$551K 0.08%
28,069
+2,967
283
$548K 0.08%
9,703
284
$545K 0.08%
6,194
285
$544K 0.08%
9,587
-100
286
$542K 0.08%
3,067
-99
287
$541K 0.08%
7,649
288
$538K 0.08%
16,546
-1,112
289
$538K 0.08%
35,779
290
$536K 0.08%
18,075
+5,232
291
$535K 0.08%
9,399
292
$535K 0.08%
5,660
-348
293
$535K 0.08%
4,590
-4,000
294
$531K 0.08%
41,293
295
$530K 0.08%
19,179
296
$529K 0.08%
15,223
297
$528K 0.08%
5,497
298
$527K 0.08%
15,073
-488
299
$527K 0.08%
20,229
300
$524K 0.08%
6,370
-900
10 11
12
13 14