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
676
$212K 0.03%
+3,788
677
$212K 0.03%
+3,038
678
$212K 0.03%
21,200
+10,672
679
$212K 0.03%
4,500
680
$211K 0.03%
9,578
681
$211K 0.03%
+3,203
682
$210K 0.03%
10,603
+569
683
$210K 0.03%
3,352
684
$210K 0.03%
+8,628
685
$209K 0.03%
+4,531
686
$209K 0.03%
4,206
687
$209K 0.03%
1,903
-70
688
$209K 0.03%
+526
689
$209K 0.03%
+8,025
690
$208K 0.03%
+2,381
691
$208K 0.03%
+3,760
692
$208K 0.03%
+2,082
693
$208K 0.03%
6,439
694
$208K 0.03%
+1,413
695
$207K 0.03%
2,462
-3,500
696
$206K 0.03%
+2,460
697
$206K 0.03%
+902
698
$205K 0.03%
+3,525
699
$205K 0.03%
+6,414
700
$205K 0.03%
+2,735
26 27
28
29 30