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
826
$164K 0.01%
19,817
+1,179
827
$164K 0.01%
14,054
828
$160K 0.01%
10,499
829
$158K 0.01%
+10,116
830
$154K 0.01%
12,812
831
$146K 0.01%
11,036
832
$144K 0.01%
+10,068
833
$143K 0.01%
+16,968
834
$140K 0.01%
37,014
835
$135K 0.01%
29,033
+5,984
836
$134K 0.01%
19,937
+1,513
837
$132K 0.01%
15,838
+287
838
$126K 0.01%
+11,045
839
$122K 0.01%
32,134
840
$117K 0.01%
+12,578
841
$116K 0.01%
+11,401
842
$111K 0.01%
10,054
843
$111K 0.01%
1,479
844
$111K 0.01%
6,390
+4,967
845
$111K 0.01%
3,025
846
$110K 0.01%
11,035
847
$104K 0.01%
5,059
-7,500
848
$96K 0.01%
+1,260
849
$96K 0.01%
11,003
850
$92K 0.01%
25,290
-4,273
32 33
34
35 36