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
426
$372K 0.06%
10,465
-496
427
$372K 0.06%
7,986
-1,344
428
$371K 0.06%
9,019
429
$371K 0.06%
20,484
430
$369K 0.06%
2,476
431
$368K 0.06%
15,739
432
$365K 0.06%
6,346
-9,300
433
$364K 0.06%
12,220
434
$364K 0.06%
5,663
435
$363K 0.05%
7,482
436
$362K 0.05%
2,735
437
$361K 0.05%
5,721
-148
438
$361K 0.05%
26,784
439
$359K 0.05%
30,236
+996
440
$359K 0.05%
11,026
+380
441
$356K 0.05%
19,948
442
$353K 0.05%
15,394
443
$352K 0.05%
11,804
+1,000
444
$352K 0.05%
3,453
445
$352K 0.05%
4,696
446
$351K 0.05%
7,045
-299
447
$346K 0.05%
8,017
448
$346K 0.05%
5,184
449
$345K 0.05%
4,674
450
$345K 0.05%
10,832
16 17
18
19 20