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
701
$245K 0.02%
5,307
702
$245K 0.02%
+5,004
703
$245K 0.02%
3,156
+218
704
$245K 0.02%
+6,623
705
$244K 0.02%
30,000
706
$243K 0.02%
1,770
707
$243K 0.02%
2,060
708
$243K 0.02%
2,463
709
$242K 0.02%
3,213
710
$241K 0.02%
10,000
711
$241K 0.02%
22,881
+1,848
712
$241K 0.02%
+1,556
713
$240K 0.02%
4,182
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714
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5,441
715
$239K 0.02%
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716
$239K 0.02%
5,553
+267
717
$238K 0.02%
3,058
-2
718
$238K 0.02%
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719
$238K 0.02%
3,694
-2,758
720
$238K 0.02%
5,831
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721
$238K 0.02%
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722
$237K 0.02%
6,887
723
$237K 0.02%
3,416
724
$237K 0.02%
9,408
725
$237K 0.02%
4,438
27 28
29
30 31