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
76
$4.09M 0.29%
15,262
-200
77
$4.05M 0.29%
92,155
78
$4.05M 0.29%
20,475
-271
79
$3.91M 0.28%
64,521
+7,923
80
$3.89M 0.27%
37,952
-2,330
81
$3.88M 0.27%
43,193
-22,900
82
$3.8M 0.27%
48,827
+12,979
83
$3.71M 0.26%
20,769
+1,948
84
$3.71M 0.26%
105,310
+61,300
85
$3.66M 0.26%
64,352
+5,309
86
$3.64M 0.26%
21,515
+1,550
87
$3.62M 0.26%
158,368
+43,400
88
$3.59M 0.25%
62,412
+5,695
89
$3.57M 0.25%
21,615
+1,285
90
$3.56M 0.25%
44,286
+35,428
91
$3.5M 0.25%
+38,963
92
$3.49M 0.25%
43,210
-753
93
$3.48M 0.25%
118,114
+47,258
94
$3.47M 0.25%
51,856
-400
95
$3.43M 0.24%
57,105
+2,255
96
$3.4M 0.24%
131,069
97
$3.4M 0.24%
26,619
+18,676
98
$3.38M 0.24%
55,345
-841
99
$3.33M 0.24%
50,233
+3,853
100
$3.28M 0.23%
51,416
+5,456
2 3
4
5 6