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
801
$205K 0.01%
45,000
+23,000
802
$205K 0.01%
+3,052
803
$205K 0.01%
+2,137
804
$205K 0.01%
+5,338
805
$204K 0.01%
+5,166
806
$203K 0.01%
+8,199
807
$203K 0.01%
+6,900
808
$202K 0.01%
+3,932
809
$202K 0.01%
11,636
-69,232
810
$202K 0.01%
+9,400
811
$201K 0.01%
6,728
812
$201K 0.01%
+15,068
813
$201K 0.01%
2,605
814
$201K 0.01%
+9,000
815
$200K 0.01%
+7,087
816
$200K 0.01%
+4,763
817
$200K 0.01%
+4,751
818
$196K 0.01%
15,752
819
$196K 0.01%
10,831
820
$186K 0.01%
11,035
821
$179K 0.01%
25,000
822
$177K 0.01%
+15,857
823
$170K 0.01%
13,284
824
$169K 0.01%
10,173
825
$168K 0.01%
16,638
31 32
33
34 35