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
526
$326K 0.02%
4,251
-500
527
$326K 0.02%
3,522
528
$326K 0.02%
22,569
529
$325K 0.02%
16,107
530
$324K 0.02%
5,938
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531
$322K 0.02%
3,860
532
$321K 0.02%
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533
$321K 0.02%
5,285
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534
$321K 0.02%
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535
$321K 0.02%
7,974
536
$320K 0.02%
11,526
537
$318K 0.02%
691
538
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4,544
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539
$317K 0.02%
8,082
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540
$316K 0.02%
18,326
541
$315K 0.02%
5,683
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542
$314K 0.02%
7,250
-221
543
$314K 0.02%
5,510
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544
$314K 0.02%
2,362
545
$313K 0.02%
2,920
546
$313K 0.02%
13,470
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547
$312K 0.02%
6,375
548
$311K 0.02%
8,800
549
$310K 0.02%
1,628
-111
550
$310K 0.02%
2,337
20 21
22
23 24