SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
51
$2.84M 0.43%
59,483
52
$2.73M 0.41%
14,810
53
$2.69M 0.41%
85,924
-800
54
$2.59M 0.39%
59,032
-5,785
55
$2.58M 0.39%
45,000
56
$2.47M 0.37%
93,018
57
$2.44M 0.37%
28,418
58
$2.41M 0.36%
21,086
+901
59
$2.4M 0.36%
33,720
60
$2.26M 0.34%
60,260
+324
61
$2.25M 0.34%
17,335
62
$2.22M 0.34%
32,179
63
$2.18M 0.33%
46,400
64
$2.12M 0.32%
91,887
+3,695
65
$2.07M 0.31%
132,978
+13,000
66
$2.06M 0.31%
20,574
67
$2.04M 0.31%
24,326
+400
68
$2.03M 0.31%
25,590
+500
69
$1.99M 0.3%
7,109
+219
70
$1.97M 0.3%
43,282
+333
71
$1.93M 0.29%
100,000
72
$1.91M 0.29%
76,218
-2,800
73
$1.88M 0.28%
33,927
-100
74
$1.83M 0.28%
15,831
-88
75
$1.82M 0.28%
34,976
+2,838
1 2
3
4 5