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
$1.42B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.75M
3
+$7.08M
4
QCOM icon
Qualcomm
QCOM
+$3.78M
5
ALK icon
Alaska Air
ALK
+$3.5M

Top Sells

1
+$25.5M
2
+$4.8M
3
+$3.87M
4
WMT icon
Walmart Inc
WMT
+$3.86M
5
YHOO
Yahoo Inc
YHOO
+$3.35M

Sector Composition

1 Technology 21.02%
2 Financials 15.75%
3 Healthcare 12.29%
4 Communication Services 11.37%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$874K 0.06%
42,000
+10,000
252
$860K 0.06%
+3,429
253
$859K 0.06%
29,902
254
$838K 0.06%
12,947
+1,130
255
$828K 0.06%
82,181
+14,586
256
$827K 0.06%
10,054
+213
257
$826K 0.06%
12,050
-16,706
258
$825K 0.06%
27,124
259
$817K 0.06%
10,491
260
$815K 0.06%
8,918
+1,362
261
$805K 0.06%
16,823
-8,982
262
$792K 0.06%
58,286
263
$786K 0.06%
46,476
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264
$785K 0.06%
7,047
265
$783K 0.06%
110,000
+39,000
266
$778K 0.06%
20,511
267
$778K 0.06%
26,697
268
$771K 0.05%
647
+118
269
$762K 0.05%
3,602
270
$760K 0.05%
39,667
+14,667
271
$755K 0.05%
47,000
272
$754K 0.05%
1,267
273
$740K 0.05%
5,554
-128
274
$739K 0.05%
9,263
+40
275
$739K 0.05%
3,040
+10
9 10
11
12 13