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
626
$237K 0.04%
+12,436
627
$237K 0.04%
+3,669
628
$237K 0.04%
+9,800
629
$235K 0.04%
4,322
630
$234K 0.04%
4,683
631
$233K 0.04%
2,440
632
$233K 0.04%
7,927
633
$232K 0.04%
+3,410
634
$232K 0.04%
7,043
635
$231K 0.03%
+10,328
636
$230K 0.03%
6,890
637
$230K 0.03%
+6,489
638
$230K 0.03%
5,632
639
$230K 0.03%
5,737
640
$229K 0.03%
23,835
641
$229K 0.03%
3,670
-523
642
$228K 0.03%
2,860
643
$228K 0.03%
+4,978
644
$228K 0.03%
3,794
-310
645
$228K 0.03%
7,105
+420
646
$228K 0.03%
+3,772
647
$227K 0.03%
11,545
648
$227K 0.03%
11,792
649
$226K 0.03%
5,131
+175
650
$226K 0.03%
+4,654
24 25
26
27 28