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
651
$225K 0.03%
8,751
-1,237
652
$225K 0.03%
+8,054
653
$225K 0.03%
22,192
654
$225K 0.03%
9,885
655
$224K 0.03%
14,132
656
$223K 0.03%
+2,398
657
$221K 0.03%
+8,709
658
$220K 0.03%
+8,233
659
$220K 0.03%
+3,542
660
$220K 0.03%
4,730
661
$219K 0.03%
19,540
+4,231
662
$219K 0.03%
+2,437
663
$219K 0.03%
4,245
664
$218K 0.03%
5,087
665
$217K 0.03%
+1,180
666
$217K 0.03%
+4,188
667
$217K 0.03%
+1,289
668
$216K 0.03%
8,974
669
$215K 0.03%
2,110
-72
670
$215K 0.03%
+2,108
671
$214K 0.03%
+5,048
672
$213K 0.03%
+4,902
673
$213K 0.03%
3,031
674
$213K 0.03%
+23,743
675
$213K 0.03%
2,069
+144
25 26
27
28 29