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
1
$26.6M 4.03%
1,329,076
-13,636
2
$13.7M 2.07%
365,211
+1,974
3
$10.6M 1.61%
85,133
+2,010
4
$9.75M 1.47%
184,575
+14
5
$9.26M 1.4%
91,488
-12,295
6
$8.65M 1.31%
333,080
+24,075
7
$8.55M 1.29%
146,253
-300
8
$8.29M 1.25%
296,869
+21,802
9
$7.14M 1.08%
77,954
-210
10
$7.14M 1.08%
96,129
+7,009
11
$7.07M 1.07%
184,326
-194
12
$6.85M 1.04%
97,400
-52,600
13
$6.5M 0.98%
36,693
+3,028
14
$5.95M 0.9%
79,189
+1,334
15
$5.69M 0.86%
69,846
-1,150
16
$5.69M 0.86%
125,234
-3,832
17
$5.63M 0.85%
211,865
+6,632
18
$5.06M 0.77%
66,243
-779
19
$4.91M 0.74%
58,164
-20,092
20
$4.8M 0.73%
58,291
21
$4.74M 0.72%
96,426
+750
22
$4.67M 0.71%
233,960
+10,520
23
$4.51M 0.68%
54,419
-1,200
24
$4.07M 0.61%
34,673
-120
25
$3.94M 0.6%
175,715
+9,725
1
2 3 4 5