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
151
$1.86M 0.13%
34,605
+5,791
152
$1.86M 0.13%
15,325
+7,800
153
$1.86M 0.13%
28,488
+3,128
154
$1.83M 0.13%
65,738
+12,649
155
$1.83M 0.13%
32,845
+900
156
$1.83M 0.13%
18,121
-1,789
157
$1.83M 0.13%
30,968
-165
158
$1.81M 0.13%
27,304
+3,865
159
$1.79M 0.13%
53,157
+1,464
160
$1.78M 0.13%
122,220
+13,620
161
$1.75M 0.12%
11,406
-193
162
$1.73M 0.12%
21,982
+755
163
$1.72M 0.12%
72,000
164
$1.71M 0.12%
31,339
-56
165
$1.69M 0.12%
25,468
+21,500
166
$1.69M 0.12%
48,096
+1,420
167
$1.66M 0.12%
22,330
+75
168
$1.65M 0.12%
14,085
+20
169
$1.64M 0.12%
18,126
+2,086
170
$1.63M 0.12%
45,537
171
$1.62M 0.11%
40,626
+5,656
172
$1.62M 0.11%
14,863
173
$1.61M 0.11%
10,817
+703
174
$1.6M 0.11%
33,402
+29,400
175
$1.59M 0.11%
22,945
-35,209
5 6
7
8 9