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
26
$3.9M 0.59%
21,730
-1,359
27
$3.77M 0.57%
39,702
-11,000
28
$3.72M 0.56%
51,916
-1,430
29
$3.7M 0.56%
96,737
30
$3.65M 0.55%
39,532
31
$3.63M 0.55%
40,290
+5,000
32
$3.62M 0.55%
37,268
-800
33
$3.47M 0.52%
91,888
34
$3.44M 0.52%
48,744
+7,660
35
$3.38M 0.51%
266,369
+5,945
36
$3.34M 0.5%
47,463
37
$3.3M 0.5%
31,384
-700
38
$3.29M 0.5%
36,194
39
$3.28M 0.5%
63,182
40
$3.21M 0.49%
123,440
+4,794
41
$3.17M 0.48%
57,902
+1,666
42
$3.15M 0.48%
9,941
43
$3.13M 0.47%
81,483
+10,100
44
$3.05M 0.46%
76,624
+3,178
45
$3.05M 0.46%
48,157
46
$3.03M 0.46%
22,178
47
$3.01M 0.46%
74,584
48
$3.01M 0.46%
22,413
-81
49
$2.93M 0.44%
24,583
+507
50
$2.93M 0.44%
189,615
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