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
301
$635K 0.04%
47,703
+31,000
302
$634K 0.04%
10,821
303
$634K 0.04%
+5,624
304
$631K 0.04%
4,912
305
$628K 0.04%
11,151
306
$628K 0.04%
12,966
307
$626K 0.04%
6,232
308
$619K 0.04%
6,768
309
$618K 0.04%
5,080
-5,540
310
$618K 0.04%
32,558
311
$614K 0.04%
41,966
312
$610K 0.04%
28,322
+6,391
313
$607K 0.04%
5,844
314
$605K 0.04%
4,162
-128
315
$605K 0.04%
3,368
316
$604K 0.04%
41,438
+11,667
317
$602K 0.04%
18,734
+4,864
318
$590K 0.04%
96,506
319
$587K 0.04%
4,898
320
$585K 0.04%
2,598
-390
321
$585K 0.04%
4,076
322
$584K 0.04%
78,045
323
$581K 0.04%
53,565
+10,955
324
$579K 0.04%
5,300
325
$574K 0.04%
5,143
11 12
13
14 15