SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
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 +$1.14M
2 +$1.1M
3 +$1.1M
4
TSLA icon
Tesla
TSLA
+$1.09M
5
INTC icon
Intel
INTC
+$582K

Top Sells

1 +$3.57M
2 +$1.62M
3 +$1.59M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.54M
5
AME icon
Ametek
AME
+$1.25M

Sector Composition

1 Technology 17.89%
2 Healthcare 15%
3 Financials 12.41%
4 Industrials 10.19%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-354