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
751
$229K 0.02%
3,100
-200
752
$228K 0.02%
6,327
+474
753
$228K 0.02%
5,973
754
$225K 0.02%
10,017
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755
$225K 0.02%
7,482
756
$225K 0.02%
6,781
757
$224K 0.02%
5,910
758
$224K 0.02%
+2,375
759
$224K 0.02%
2,992
+84
760
$224K 0.02%
12,011
+824
761
$223K 0.02%
6,340
762
$222K 0.02%
3,640
763
$221K 0.02%
7,214
764
$221K 0.02%
2,872
765
$221K 0.02%
2,829
+208
766
$221K 0.02%
3,961
767
$220K 0.02%
+2,369
768
$219K 0.02%
3,433
769
$219K 0.02%
4,613
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770
$218K 0.02%
19,890
+1,024
771
$218K 0.02%
+4,276
772
$217K 0.02%
4,945
+19
773
$217K 0.02%
+4,364
774
$216K 0.02%
1,035
775
$216K 0.02%
1,533
+87
29 30
31
32 33