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
501
$306K 0.05%
3,945
502
$306K 0.05%
5,658
503
$305K 0.05%
+33,300
504
$303K 0.05%
11,629
+517
505
$303K 0.05%
8,198
506
$303K 0.05%
3,221
+145
507
$301K 0.05%
10,454
508
$301K 0.05%
+5,300
509
$299K 0.05%
12,710
-237
510
$299K 0.05%
6,594
-302
511
$298K 0.05%
5,913
+239
512
$298K 0.05%
3,720
513
$298K 0.05%
7,066
+400
514
$298K 0.05%
+10,900
515
$297K 0.04%
5,192
516
$296K 0.04%
8,187
517
$296K 0.04%
4,957
518
$296K 0.04%
9,230
+553
519
$293K 0.04%
15,807
520
$293K 0.04%
25,932
+1,386
521
$293K 0.04%
5,304
522
$293K 0.04%
693
523
$292K 0.04%
5,512
524
$292K 0.04%
+5,461
525
$292K 0.04%
5,450
19 20
21
22 23