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
551
$310K 0.02%
17,814
552
$310K 0.02%
4,053
-703
553
$310K 0.02%
14,002
554
$309K 0.02%
4,587
555
$309K 0.02%
+2,853
556
$308K 0.02%
4,674
-4,880
557
$308K 0.02%
4,910
558
$308K 0.02%
17,250
-17,050
559
$307K 0.02%
7,911
560
$307K 0.02%
4,192
+38
561
$306K 0.02%
2,445
+17
562
$306K 0.02%
3,125
+432
563
$306K 0.02%
+21,300
564
$304K 0.02%
+12,832
565
$303K 0.02%
2,423
+148
566
$303K 0.02%
2,490
567
$303K 0.02%
8,088
568
$302K 0.02%
1,806
569
$302K 0.02%
2,900
570
$301K 0.02%
4,602
571
$300K 0.02%
4,474
+307
572
$300K 0.02%
3,849
-14,580
573
$299K 0.02%
421
574
$299K 0.02%
1,019
+113
575
$299K 0.02%
+4,153
21 22
23
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