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
726
$162K 0.02%
3,168
727
$161K 0.02%
31,124
728
$158K 0.02%
12,888
729
$157K 0.02%
14,914
730
$156K 0.02%
3,052
+389
731
$154K 0.02%
+10,900
732
$152K 0.02%
+13,500
733
$147K 0.02%
12,045
+1,189
734
$147K 0.02%
+10,146
735
$146K 0.02%
+11,590
736
$140K 0.02%
+11,589
737
$139K 0.02%
+13,231
738
$139K 0.02%
11,526
739
$137K 0.02%
4,702
+397
740
$136K 0.02%
+11,573
741
$132K 0.02%
4,102
742
$129K 0.02%
15,928
743
$109K 0.02%
+14,000
744
$105K 0.02%
2,361
745
$98K 0.01%
11,743
746
$95K 0.01%
2,090
747
$50K 0.01%
+2,750
748
$50K 0.01%
2,806
749
$38K 0.01%
774
750
$31K ﹤0.01%
6,733
28 29
30
31 32