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 17.89%
2 Healthcare 15%
3 Financials 12.45%
4 Industrials 10.19%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$894K 0.14%
27,097
152
$893K 0.14%
24,708
153
$882K 0.13%
7,972
-244
154
$882K 0.13%
10,118
-335
155
$874K 0.13%
17,304
-1,400
156
$871K 0.13%
19,406
157
$863K 0.13%
14,416
-123
158
$857K 0.13%
11,113
+5,301
159
$856K 0.13%
15,380
160
$855K 0.13%
12,670
161
$852K 0.13%
17,625
162
$835K 0.13%
21,179
+2,556
163
$835K 0.13%
15,908
164
$830K 0.13%
5,322
-361
165
$826K 0.12%
21,158
166
$824K 0.12%
16,300
-33,334
167
$819K 0.12%
19,912
-2,000
168
$814K 0.12%
22,856
169
$813K 0.12%
13,541
-3,140
170
$806K 0.12%
22,268
171
$806K 0.12%
9,915
172
$800K 0.12%
6,267
173
$799K 0.12%
11,165
+200
174
$796K 0.12%
10,211
-213
175
$795K 0.12%
3,277
-93
5 6
7
8 9