SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
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 11.35%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.53M 0.39%
128,084
+8,827
52
$5.53M 0.39%
53,208
+2,394
53
$5.51M 0.39%
112,488
+20,420
54
$5.5M 0.39%
36,790
+3,724
55
$5.48M 0.39%
102,048
+9,747
56
$5.45M 0.39%
140,290
+23,812
57
$5.44M 0.38%
170,763
-28,354
58
$5.43M 0.38%
190,622
-3,494
59
$5.38M 0.38%
40,630
-15,752
60
$5.31M 0.38%
132,586
+36,700
61
$5.19M 0.37%
19,137
+1,354
62
$5.16M 0.36%
115,879
+56,555
63
$4.96M 0.35%
120,001
+6,954
64
$4.65M 0.33%
42,078
-6,150
65
$4.53M 0.32%
85,064
+1,964
66
$4.47M 0.32%
69,024
+22,700
67
$4.46M 0.31%
132,700
+44,500
68
$4.41M 0.31%
84,935
+70
69
$4.35M 0.31%
129,770
+30,600
70
$4.26M 0.3%
234,279
+16,152
71
$4.22M 0.3%
46,680
+5,882
72
$4.19M 0.3%
18,869
73
$4.15M 0.29%
107,387
+30,600
74
$4.14M 0.29%
8,423
+748
75
$4.1M 0.29%
26,767
-1,326
1 2
3
4 5