SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$4.14M
3 +$3.8M
4
DD icon
DuPont de Nemours
DD
+$3.72M
5
K
Kellanova
K
+$3.67M

Top Sells

1 +$5.31M
2 +$5.26M
3 +$5.23M
4
CA
CA, Inc.
CA
+$4.52M
5
CVX icon
Chevron
CVX
+$4.06M

Sector Composition

1 Technology 21.57%
2 Financials 17.17%
3 Communication Services 11.99%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-3,883
902
-43,210