SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+10.17%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$661M
AUM Growth
+$63.6M
(+11%)
Cap. Flow
+$9.74M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
16.59%
Holding
777
New
87
Increased
152
Reduced
160
Closed
27
Top Buys
| 1 |
Axos Financial
AX
|
+$1.25M |
| 2 |
Exelixis
EXEL
|
+$1.23M |
| 3 |
Intercontinental Exchange
ICE
|
+$1.2M |
| 4 |
Tesla
TSLA
|
+$1.07M |
| 5 |
Intel
INTC
|
+$625K |
Top Sells
| 1 |
BioMarin Pharmaceuticals
BMRN
|
+$3.7M |
| 2 |
CELG
Celgene Corp
CELG
|
+$1.7M |
| 3 |
FLG
Flagstar Financial, Inc.
FLG
|
+$1.69M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$1.65M |
| 5 |
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% |
