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
451
$383K 0.03%
7,506
452
$383K 0.03%
3,541
453
$383K 0.03%
2,715
454
$383K 0.03%
8,178
455
$382K 0.03%
7,529
456
$381K 0.03%
11,777
457
$380K 0.03%
2,873
-287
458
$379K 0.03%
3,630
459
$379K 0.03%
6,880
460
$375K 0.03%
9,645
461
$375K 0.03%
2,619
-160
462
$375K 0.03%
7,370
463
$374K 0.03%
17,378
464
$374K 0.03%
10,209
465
$374K 0.03%
32,515
466
$373K 0.03%
8,355
467
$373K 0.03%
8,650
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468
$372K 0.03%
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469
$369K 0.03%
7,700
470
$368K 0.03%
17,980
471
$368K 0.03%
13,140
472
$367K 0.03%
4,689
473
$365K 0.03%
896
-1,217
474
$364K 0.03%
9,228
-300
475
$364K 0.03%
26,000
17 18
19
20 21