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
201
$1.24M 0.09%
14,779
+500
202
$1.22M 0.09%
19,466
+3,902
203
$1.22M 0.09%
180,285
+6,036
204
$1.19M 0.08%
6,302
+1,000
205
$1.18M 0.08%
13,268
-187
206
$1.18M 0.08%
22,498
+15,700
207
$1.17M 0.08%
30,020
+2,900
208
$1.15M 0.08%
10,330
+1,819
209
$1.15M 0.08%
61,260
+25,525
210
$1.14M 0.08%
15,874
+2,670
211
$1.13M 0.08%
17,495
+2,807
212
$1.13M 0.08%
6,499
-384
213
$1.13M 0.08%
27,748
214
$1.13M 0.08%
12,293
+1,509
215
$1.12M 0.08%
40,020
216
$1.11M 0.08%
+6,910
217
$1.11M 0.08%
14,893
-164
218
$1.11M 0.08%
12,217
+1,591
219
$1.09M 0.08%
6,924
220
$1.09M 0.08%
19,406
221
$1.08M 0.08%
24,624
-33
222
$1.08M 0.08%
34,260
+5,368
223
$1.08M 0.08%
+8,049
224
$1.07M 0.08%
12,698
225
$1.07M 0.08%
17,223
-200
7 8
9
10 11