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
126
$1.08M 0.16%
15,018
127
$1.07M 0.16%
17,091
+1,651
128
$1.06M 0.16%
16,011
-274
129
$1.06M 0.16%
14,279
+800
130
$1.05M 0.16%
5,919
131
$1.05M 0.16%
30,142
132
$1.02M 0.15%
7,009
-153
133
$1.02M 0.15%
30,698
134
$1.01M 0.15%
9,511
-40
135
$1M 0.15%
6,978
136
$993K 0.15%
9,468
-188
137
$991K 0.15%
26,522
138
$982K 0.15%
10,968
+5,601
139
$973K 0.15%
28,034
140
$961K 0.15%
14,905
+200
141
$958K 0.14%
6,435
142
$955K 0.14%
73,932
-1,018
143
$945K 0.14%
10,164
144
$944K 0.14%
53,348
+14,899
145
$944K 0.14%
19,639
+4,375
146
$938K 0.14%
14,890
-1,280
147
$934K 0.14%
11,843
-167
148
$932K 0.14%
17,286
+498
149
$911K 0.14%
20,140
150
$905K 0.14%
10,125
4 5
6
7 8