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
701
$204K 0.03%
+4,900
702
$203K 0.03%
+7,380
703
$203K 0.03%
23,748
704
$203K 0.03%
16,386
-5,301
705
$202K 0.03%
+4,846
706
$202K 0.03%
+1,937
707
$202K 0.03%
5,512
+218
708
$202K 0.03%
6,504
-390
709
$202K 0.03%
+5,210
710
$202K 0.03%
9,381
711
$201K 0.03%
11,257
+200
712
$198K 0.03%
11,820
-1
713
$197K 0.03%
14,822
714
$189K 0.03%
14,192
715
$188K 0.03%
7,400
716
$187K 0.03%
15,881
+191
717
$186K 0.03%
15,812
+3,600
718
$184K 0.03%
+11,828
719
$181K 0.03%
14,084
+810
720
$178K 0.03%
10,340
721
$177K 0.03%
24,779
722
$175K 0.03%
15,558
-4,437
723
$171K 0.03%
14,892
724
$170K 0.03%
14,708
+813
725
$162K 0.02%
15,931
27 28
29
30 31