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
326
$491K 0.07%
7,348
-1,356
327
$490K 0.07%
5,449
-223
328
$490K 0.07%
9,717
329
$487K 0.07%
13,960
+427
330
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12,352
331
$486K 0.07%
15,944
-957
332
$485K 0.07%
+1,498
333
$482K 0.07%
24,679
334
$481K 0.07%
8,385
-620
335
$479K 0.07%
11,372
336
$479K 0.07%
4,413
-187
337
$478K 0.07%
466
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338
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17,756
339
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27,132
340
$469K 0.07%
10,132
341
$468K 0.07%
6,303
342
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8,533
343
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344
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13,086
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345
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10,165
346
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11,802
347
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19,558
348
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10,991
-337
349
$458K 0.07%
+7,224
350
$452K 0.07%
6,080
-22,141
12 13
14
15 16