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
476
$363K 0.03%
12,300
477
$362K 0.03%
4,543
478
$362K 0.03%
6,192
479
$362K 0.03%
12,412
480
$361K 0.03%
18,477
481
$361K 0.03%
6,910
482
$360K 0.03%
6,036
-230
483
$358K 0.03%
3,535
-4,200
484
$357K 0.03%
6,396
485
$356K 0.03%
4,972
+291
486
$356K 0.03%
27,660
+11,382
487
$356K 0.03%
7,184
488
$355K 0.03%
10,151
489
$354K 0.03%
4,336
490
$354K 0.03%
29,000
491
$353K 0.02%
5,621
+1,665
492
$351K 0.02%
1,549
493
$351K 0.02%
2,530
-100
494
$350K 0.02%
2,978
495
$349K 0.02%
10,025
496
$349K 0.02%
3,370
+157
497
$348K 0.02%
3,442
498
$348K 0.02%
20,132
499
$348K 0.02%
24,592
+10,303
500
$348K 0.02%
+15,972
18 19
20
21 22