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
576
$262K 0.04%
+7,991
577
$262K 0.04%
6,508
578
$261K 0.04%
10,846
579
$261K 0.04%
8,800
580
$260K 0.04%
+3,738
581
$259K 0.04%
+67,000
582
$259K 0.04%
2,500
583
$259K 0.04%
+1,895
584
$259K 0.04%
2,817
+173
585
$259K 0.04%
6,842
586
$258K 0.04%
+6,100
587
$258K 0.04%
+5,251
588
$258K 0.04%
2,843
-200
589
$257K 0.04%
4,866
+1,659
590
$257K 0.04%
8,903
591
$257K 0.04%
7,028
592
$257K 0.04%
6,999
+111
593
$256K 0.04%
5,178
594
$255K 0.04%
5,398
-574
595
$255K 0.04%
11,005
596
$255K 0.04%
1,691
597
$254K 0.04%
7,188
598
$254K 0.04%
3,540
599
$254K 0.04%
4,665
600
$254K 0.04%
2,183
22 23
24
25 26