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
851
$90K 0.01%
15,550
+3,315
852
$85K 0.01%
3,712
853
$70K ﹤0.01%
12,478
854
$59K ﹤0.01%
38,435
-30,129
855
$36K ﹤0.01%
827
856
$30K ﹤0.01%
10,727
857
– –
-10,637
858
– –
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859
– –
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860
– –
-4,975
861
– –
-7,635
862
– –
-11,470
863
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864
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865
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866
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867
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868
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869
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870
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871
– –
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872
– –
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873
– –
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874
– –
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875
– –
-2,038
33 34
35
36 37