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
551
$277K 0.04%
21,215
-1,156
552
$277K 0.04%
14,014
-9,200
553
$277K 0.04%
6,700
554
$276K 0.04%
31,636
555
$276K 0.04%
5,222
556
$275K 0.04%
4,251
557
$275K 0.04%
228
+10
558
$274K 0.04%
6,186
+949
559
$273K 0.04%
3,008
560
$272K 0.04%
5,208
561
$271K 0.04%
5,614
562
$270K 0.04%
4,332
563
$270K 0.04%
4,882
564
$269K 0.04%
11,260
565
$268K 0.04%
17,347
-1,915
566
$267K 0.04%
18,564
-1,554
567
$267K 0.04%
6,507
568
$267K 0.04%
3,173
569
$267K 0.04%
+13,581
570
$265K 0.04%
13,024
571
$265K 0.04%
3,484
572
$265K 0.04%
2,280
+98
573
$265K 0.04%
24,572
574
$264K 0.04%
11,329
-781
575
$263K 0.04%
+11,491
21 22
23
24 25