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
351
$532K 0.04%
12,855
352
$532K 0.04%
6,784
353
$524K 0.04%
14,977
+1,809
354
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15,051
355
$523K 0.04%
5,531
356
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13,388
357
$520K 0.04%
15,760
+3,058
358
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8,609
+1,494
359
$518K 0.04%
1,647
+360
360
$514K 0.04%
7,804
361
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5,924
+200
362
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26,070
-10,000
363
$511K 0.04%
12,085
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364
$508K 0.04%
24,789
365
$500K 0.04%
15,744
366
$500K 0.04%
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367
$499K 0.04%
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368
$491K 0.03%
61,736
369
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4,032
370
$488K 0.03%
7,800
371
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12,305
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372
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6,668
373
$479K 0.03%
2,420
-183
374
$475K 0.03%
2,582
375
$471K 0.03%
35,910
13 14
15
16 17