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
176
$795K 0.12%
10,710
177
$785K 0.12%
10,154
178
$775K 0.12%
31,500
+1,500
179
$774K 0.12%
28,694
+17,646
180
$772K 0.12%
43,964
181
$769K 0.12%
41,516
182
$765K 0.12%
55,500
-3,400
183
$764K 0.12%
16,094
-695
184
$758K 0.11%
18,830
+1,000
185
$749K 0.11%
9,330
+2,800
186
$749K 0.11%
1,872
187
$745K 0.11%
9,287
188
$744K 0.11%
5,592
+726
189
$736K 0.11%
21,712
-388
190
$736K 0.11%
2,675
+114
191
$734K 0.11%
8,549
192
$732K 0.11%
15,549
-386
193
$729K 0.11%
10,261
194
$728K 0.11%
7,174
195
$723K 0.11%
33,363
196
$715K 0.11%
17,479
197
$709K 0.11%
12,970
198
$703K 0.11%
9,331
+1,661
199
$701K 0.11%
18,574
+98
200
$697K 0.11%
5,035
-3,500
6 7
8
9 10