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
476
$324K 0.05%
6,194
477
$323K 0.05%
22,956
478
$323K 0.05%
3,850
479
$322K 0.05%
11,989
480
$321K 0.05%
12,752
481
$320K 0.05%
5,336
482
$320K 0.05%
3,667
483
$319K 0.05%
12,233
+1,400
484
$319K 0.05%
6,853
485
$319K 0.05%
6,633
486
$317K 0.05%
2,685
+800
487
$316K 0.05%
10,077
488
$314K 0.05%
6,813
+270
489
$312K 0.05%
4,916
490
$312K 0.05%
6,492
491
$312K 0.05%
10,000
492
$311K 0.05%
6,181
+294
493
$309K 0.05%
6,767
494
$309K 0.05%
2,282
495
$308K 0.05%
4,021
496
$308K 0.05%
4,953
497
$307K 0.05%
5,322
498
$307K 0.05%
14,694
+3,184
499
$306K 0.05%
+26,300
500
$306K 0.05%
+15,280
18 19
20
21 22