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
126
$2.37M 0.17%
22,303
+2,100
127
$2.35M 0.17%
67,086
+1,400
128
$2.33M 0.16%
17,554
-84
129
$2.31M 0.16%
92,958
+10,920
130
$2.3M 0.16%
91,149
-153,054
131
$2.22M 0.16%
18,268
-139
132
$2.22M 0.16%
127,426
+4,116
133
$2.2M 0.16%
24,391
+17,390
134
$2.19M 0.15%
17,987
+1,202
135
$2.17M 0.15%
17,265
+2,963
136
$2.17M 0.15%
12,830
+2,352
137
$2.13M 0.15%
42,274
+2,665
138
$2.12M 0.15%
22,650
-536
139
$2.08M 0.15%
65,494
-74,452
140
$2.07M 0.15%
30,888
+2,232
141
$2.06M 0.15%
14,584
+45
142
$2.04M 0.14%
27,458
-187
143
$2M 0.14%
80,260
+7,481
144
$1.98M 0.14%
44,970
+8,338
145
$1.97M 0.14%
26,831
-8,100
146
$1.96M 0.14%
16,710
147
$1.95M 0.14%
33,764
+5,406
148
$1.93M 0.14%
33,774
149
$1.91M 0.13%
34,856
+3,353
150
$1.89M 0.13%
23,427
4 5
6
7 8