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
176
$1.54M 0.11%
97,000
177
$1.54M 0.11%
30,201
+59
178
$1.54M 0.11%
30,853
179
$1.53M 0.11%
93,141
+26,000
180
$1.52M 0.11%
43,005
+1,474
181
$1.51M 0.11%
39,230
+5,754
182
$1.47M 0.1%
97,000
183
$1.44M 0.1%
11,540
+200
184
$1.43M 0.1%
55,427
+5,468
185
$1.41M 0.1%
4,891
+548
186
$1.4M 0.1%
+22,328
187
$1.38M 0.1%
12,676
+898
188
$1.38M 0.1%
60,813
-18,284
189
$1.37M 0.1%
48,627
-300
190
$1.37M 0.1%
43,868
191
$1.35M 0.1%
20,465
-6,800
192
$1.34M 0.09%
20,833
+10
193
$1.33M 0.09%
7,156
-80
194
$1.31M 0.09%
18,706
+2,185
195
$1.3M 0.09%
54,996
+1,957
196
$1.3M 0.09%
35,379
+8,600
197
$1.28M 0.09%
78,687
-36,708
198
$1.27M 0.09%
201,600
+50,400
199
$1.26M 0.09%
53,328
+419
200
$1.24M 0.09%
27,390
6 7
8
9 10