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
601
$286K 0.02%
5,949
602
$286K 0.02%
3,322
603
$285K 0.02%
2,422
+152
604
$284K 0.02%
1,752
605
$284K 0.02%
3,199
606
$283K 0.02%
1,717
607
$282K 0.02%
11,260
608
$282K 0.02%
2,250
-18,605
609
$282K 0.02%
6,512
610
$281K 0.02%
11,169
611
$281K 0.02%
+3,385
612
$281K 0.02%
7,381
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613
$281K 0.02%
3,605
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614
$280K 0.02%
25,000
615
$280K 0.02%
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616
$280K 0.02%
4,797
+274
617
$278K 0.02%
7,602
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618
$278K 0.02%
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-50
619
$277K 0.02%
3,309
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620
$277K 0.02%
5,598
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621
$277K 0.02%
3,394
622
$277K 0.02%
3,744
623
$276K 0.02%
3,124
624
$274K 0.02%
3,893
+285
625
$273K 0.02%
13,076
23 24
25
26 27