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
601
$251K 0.04%
3,582
+163
602
$250K 0.04%
624,360
+28,840
603
$250K 0.04%
7,358
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604
$250K 0.04%
83,547
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605
$250K 0.04%
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606
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607
$249K 0.04%
+47,090
608
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4,400
609
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610
$248K 0.04%
6,247
611
$247K 0.04%
8,829
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612
$247K 0.04%
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613
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614
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615
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16,444
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616
$241K 0.04%
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617
$241K 0.04%
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618
$241K 0.04%
3,611
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619
$241K 0.04%
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620
$241K 0.04%
6,583
621
$241K 0.04%
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622
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3,409
623
$239K 0.04%
3,805
624
$239K 0.04%
+7,747
625
$238K 0.04%
+5,832
23 24
25
26 27