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
501
$348K 0.02%
4,006
502
$348K 0.02%
2,081
503
$347K 0.02%
5,146
504
$346K 0.02%
7,013
505
$346K 0.02%
5,614
506
$343K 0.02%
6,380
-3
507
$343K 0.02%
5,337
508
$342K 0.02%
6,558
+1,812
509
$340K 0.02%
18,525
510
$337K 0.02%
4,429
511
$337K 0.02%
2,642
512
$336K 0.02%
+6,021
513
$335K 0.02%
4,903
514
$334K 0.02%
4,277
-770
515
$332K 0.02%
7,407
516
$332K 0.02%
7,783
517
$332K 0.02%
7,187
518
$332K 0.02%
6,212
519
$332K 0.02%
24,346
520
$332K 0.02%
4,021
521
$331K 0.02%
11,284
522
$330K 0.02%
8,582
523
$330K 0.02%
+17,994
524
$329K 0.02%
3,704
525
$327K 0.02%
9,318
19 20
21
22 23