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
101
$3.27M 0.23%
42,132
+34,806
102
$3.18M 0.22%
90,961
+9,175
103
$3.15M 0.22%
31,415
+2,128
104
$3.15M 0.22%
7,446
-100
105
$3.14M 0.22%
29,705
+4,855
106
$3.02M 0.21%
32,572
-6,900
107
$3.01M 0.21%
67,075
-8,783
108
$2.97M 0.21%
23,073
+5,111
109
$2.96M 0.21%
96,300
-1,129
110
$2.95M 0.21%
31,209
+2,180
111
$2.83M 0.2%
21,335
+1,675
112
$2.83M 0.2%
46,186
+5,422
113
$2.81M 0.2%
29,260
+3,067
114
$2.8M 0.2%
36,436
-62,487
115
$2.77M 0.2%
25,824
-336
116
$2.76M 0.19%
92,399
+13,675
117
$2.71M 0.19%
69,220
+6,280
118
$2.62M 0.19%
31,688
-2,266
119
$2.6M 0.18%
49,671
-156
120
$2.59M 0.18%
10,088
121
$2.59M 0.18%
20,721
122
$2.57M 0.18%
90,731
+12,520
123
$2.54M 0.18%
+73,595
124
$2.46M 0.17%
173,680
+42,620
125
$2.38M 0.17%
43,078
-17,180
3 4
5
6 7