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
101
$1.38M 0.21%
20,504
-100
102
$1.35M 0.2%
42,756
+13,400
103
$1.29M 0.2%
18,326
+242
104
$1.27M 0.19%
28,346
-456
105
$1.25M 0.19%
5,774
106
$1.25M 0.19%
16,530
+2,315
107
$1.25M 0.19%
+63,596
108
$1.23M 0.19%
19,919
+200
109
$1.23M 0.19%
57,416
110
$1.23M 0.19%
+200,000
111
$1.22M 0.18%
15,490
-200
112
$1.2M 0.18%
+26,765
113
$1.19M 0.18%
10,418
114
$1.19M 0.18%
76,980
115
$1.18M 0.18%
28,487
-600
116
$1.17M 0.18%
46,637
+2,000
117
$1.13M 0.17%
6,360
+62
118
$1.12M 0.17%
22,071
+304
119
$1.11M 0.17%
15,589
+359
120
$1.1M 0.17%
9,858
121
$1.09M 0.17%
22,551
122
$1.09M 0.17%
33,184
123
$1.09M 0.17%
15,793
+440
124
$1.09M 0.16%
12,467
+190
125
$1.09M 0.16%
21,876
-728
3 4
5
6 7