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
276
$733K 0.05%
4,825
-100
277
$732K 0.05%
5,920
278
$732K 0.05%
7,112
279
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9,644
280
$723K 0.05%
21,599
281
$716K 0.05%
9,571
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282
$715K 0.05%
17,272
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283
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14,202
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284
$704K 0.05%
13,065
285
$699K 0.05%
11,263
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286
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8,925
-100
287
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288
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289
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3,920
290
$677K 0.05%
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291
$676K 0.05%
8,944
-1,245
292
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66,000
293
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294
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18,549
295
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5,026
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296
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297
$646K 0.05%
5,423
298
$644K 0.05%
3,462
299
$644K 0.05%
7,768
300
$639K 0.05%
265
10 11
12
13 14