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
201
$694K 0.1%
8,814
-282
202
$690K 0.1%
16,862
203
$688K 0.1%
10,873
204
$686K 0.1%
23,226
+418
205
$684K 0.1%
11,325
-313
206
$683K 0.1%
34,950
207
$676K 0.1%
16,656
208
$674K 0.1%
16,254
-484
209
$673K 0.1%
21,748
210
$672K 0.1%
15,236
211
$664K 0.1%
29,720
212
$661K 0.1%
8,949
-215
213
$658K 0.1%
7,257
-1,200
214
$656K 0.1%
18,845
215
$654K 0.1%
6,006
216
$653K 0.1%
12,163
-460
217
$653K 0.1%
9,152
-208
218
$651K 0.1%
14,982
219
$651K 0.1%
8,526
+1,195
220
$649K 0.1%
13,670
+248
221
$648K 0.1%
15,513
222
$645K 0.1%
7,720
223
$642K 0.1%
8,998
-213
224
$641K 0.1%
8,455
225
$641K 0.1%
27,446
-690
7 8
9
10 11