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
576
$299K 0.02%
3,338
577
$299K 0.02%
12,344
578
$298K 0.02%
1,930
-500
579
$297K 0.02%
2,960
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580
$297K 0.02%
12,413
581
$297K 0.02%
3,135
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582
$296K 0.02%
4,718
583
$295K 0.02%
10,704
584
$295K 0.02%
2,019
585
$294K 0.02%
16,241
586
$293K 0.02%
8,366
587
$293K 0.02%
3,782
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588
$293K 0.02%
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589
$292K 0.02%
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590
$291K 0.02%
4,973
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591
$290K 0.02%
13,138
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592
$289K 0.02%
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593
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594
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5,782
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595
$289K 0.02%
10,514
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4,468
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597
$288K 0.02%
6,347
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598
$287K 0.02%
1,191
599
$287K 0.02%
1,745
+9
600
$287K 0.02%
29,753
22 23
24
25 26