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
526
$289K 0.04%
4,881
-291
527
$289K 0.04%
1,073
528
$289K 0.04%
17,806
529
$288K 0.04%
5,515
-391
530
$288K 0.04%
+6,223
531
$288K 0.04%
18,123
+748
532
$287K 0.04%
13,242
533
$287K 0.04%
5,002
-262
534
$286K 0.04%
3,155
+300
535
$285K 0.04%
3,677
-192
536
$284K 0.04%
10,424
+1,800
537
$284K 0.04%
+3,532
538
$283K 0.04%
2,287
539
$283K 0.04%
2,947
-252
540
$283K 0.04%
7,962
541
$281K 0.04%
3,141
+358
542
$280K 0.04%
20,000
543
$280K 0.04%
1,736
544
$280K 0.04%
10,876
545
$280K 0.04%
+17,100
546
$279K 0.04%
4,379
547
$279K 0.04%
8,776
548
$279K 0.04%
988
549
$278K 0.04%
15,949
550
$278K 0.04%
15,753
+663
20 21
22
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