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
376
$429K 0.06%
9,884
-365
377
$428K 0.06%
5,028
-192
378
$427K 0.06%
5,736
-1,168
379
$427K 0.06%
5,614
380
$427K 0.06%
7,165
-1,100
381
$426K 0.06%
8,944
+271
382
$426K 0.06%
3,505
-134
383
$425K 0.06%
23,444
384
$424K 0.06%
6,091
-212
385
$420K 0.06%
5,190
386
$420K 0.06%
+8,283
387
$419K 0.06%
10,668
388
$418K 0.06%
8,334
389
$418K 0.06%
22,162
-9,500
390
$418K 0.06%
5,275
391
$418K 0.06%
9,057
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392
$416K 0.06%
8,392
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393
$416K 0.06%
39,152
394
$414K 0.06%
5,772
395
$414K 0.06%
15,416
396
$413K 0.06%
7,700
397
$411K 0.06%
26,166
398
$411K 0.06%
16,231
399
$410K 0.06%
19,077
400
$408K 0.06%
18,369
14 15
16
17 18