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
626
$273K 0.02%
4,091
627
$273K 0.02%
3,187
628
$272K 0.02%
9,203
-1,444
629
$272K 0.02%
3,898
630
$272K 0.02%
10,407
631
$272K 0.02%
4,032
-700
632
$271K 0.02%
6,389
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633
$270K 0.02%
6,716
634
$270K 0.02%
1,830
635
$270K 0.02%
7,895
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636
$270K 0.02%
7,091
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637
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3,239
638
$269K 0.02%
5,452
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639
$269K 0.02%
2,951
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640
$269K 0.02%
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641
$269K 0.02%
4,514
642
$268K 0.02%
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643
$267K 0.02%
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644
$265K 0.02%
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645
$265K 0.02%
9,450
646
$264K 0.02%
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647
$264K 0.02%
2,618
648
$263K 0.02%
8,128
649
$263K 0.02%
10,215
650
$262K 0.02%
4,644
24 25
26
27 28