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 17.89%
2 Healthcare 15%
3 Financials 12.45%
4 Industrials 10.19%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$407K 0.06%
20,054
402
$406K 0.06%
1,215
403
$405K 0.06%
7,605
404
$404K 0.06%
16,141
405
$404K 0.06%
12,610
406
$404K 0.06%
5,215
407
$402K 0.06%
12,377
408
$400K 0.06%
8,577
409
$397K 0.06%
16,911
410
$393K 0.06%
9,487
+2,758
411
$393K 0.06%
22,075
-901
412
$391K 0.06%
12,882
413
$391K 0.06%
4,241
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414
$386K 0.06%
+7,829
415
$382K 0.06%
11,452
416
$379K 0.06%
44,160
+1,485
417
$379K 0.06%
7,257
+2,084
418
$379K 0.06%
31,610
+6,405
419
$379K 0.06%
10,145
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420
$376K 0.06%
12,732
+2,726
421
$376K 0.06%
16,721
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422
$375K 0.06%
11,157
+422
423
$374K 0.06%
5,336
-3,000
424
$374K 0.06%
28,566
425
$373K 0.06%
11,580
15 16
17
18 19