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
76
$1.81M 0.27%
29,360
-947
77
$1.77M 0.27%
44,086
+1,272
78
$1.76M 0.27%
26,958
79
$1.75M 0.27%
14,793
-250
80
$1.75M 0.26%
44,522
+1,642
81
$1.73M 0.26%
66,015
82
$1.73M 0.26%
48,958
+789
83
$1.7M 0.26%
30,839
-700
84
$1.67M 0.25%
57,585
-6,219
85
$1.63M 0.25%
23,825
86
$1.63M 0.25%
1,404
+66
87
$1.62M 0.25%
46,070
+1,527
88
$1.59M 0.24%
22,573
+843
89
$1.58M 0.24%
29,813
-1,300
90
$1.54M 0.23%
58,772
-900
91
$1.49M 0.23%
148,770
+106,755
92
$1.49M 0.23%
30,191
93
$1.48M 0.22%
67,970
+4,398
94
$1.47M 0.22%
32,322
+285
95
$1.45M 0.22%
16,680
-700
96
$1.44M 0.22%
33,678
+369
97
$1.4M 0.21%
6,685
-254
98
$1.39M 0.21%
33,705
-378
99
$1.39M 0.21%
18,925
100
$1.39M 0.21%
34,335
2 3
4
5 6