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
301
$523K 0.08%
30,000
302
$523K 0.08%
5,070
303
$523K 0.08%
4,712
+2,500
304
$521K 0.08%
31,580
-886
305
$520K 0.08%
9,266
+265
306
$519K 0.08%
4,744
307
$519K 0.08%
12,371
308
$517K 0.08%
16,199
-479
309
$515K 0.08%
13,033
-499
310
$515K 0.08%
4,916
311
$514K 0.08%
5,140
312
$508K 0.08%
2,614
+85
313
$508K 0.08%
8,514
314
$506K 0.08%
10,957
-367
315
$505K 0.08%
10,022
-5,296
316
$504K 0.08%
9,691
317
$504K 0.08%
38,636
+2,593
318
$503K 0.08%
4,915
319
$502K 0.08%
12,097
320
$501K 0.08%
24,604
+2,800
321
$500K 0.08%
4,700
322
$498K 0.08%
7,824
323
$498K 0.08%
+8,200
324
$494K 0.07%
19,700
-1,052
325
$492K 0.07%
7,255
-197
11 12
13
14 15