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
351
$450K 0.07%
7,790
-525
352
$450K 0.07%
7,046
353
$447K 0.07%
19,444
354
$447K 0.07%
13,358
355
$446K 0.07%
12,144
+2,985
356
$445K 0.07%
18,647
+8,100
357
$445K 0.07%
13,132
358
$445K 0.07%
13,837
359
$444K 0.07%
8,521
-464
360
$444K 0.07%
10,233
+330
361
$443K 0.07%
2,981
362
$441K 0.07%
6,477
363
$441K 0.07%
96,224
364
$441K 0.07%
25,000
365
$441K 0.07%
8,683
366
$440K 0.07%
8,200
367
$440K 0.07%
4,819
+1,000
368
$440K 0.07%
4,000
369
$440K 0.07%
8,692
370
$436K 0.07%
17,969
+750
371
$434K 0.07%
8,197
-445
372
$433K 0.07%
30,869
373
$432K 0.07%
4,359
374
$431K 0.07%
4,591
375
$430K 0.07%
18,237
+630
13 14
15
16 17