DC

Deere & Company Portfolio holdings

AUM $140M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$2.82M
3
+$2.47M
4
ITUB icon
Itaú Unibanco
ITUB
+$2.35M
5
D icon
Dominion Energy
D
+$2.35M

Top Sells

1
+$7.38M
2
+$7.34M
3
+$7.17M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.23M
5
ABBV icon
AbbVie
ABBV
+$4.38M

Sector Composition

1 Financials 14.13%
2 Healthcare 13.29%
3 Technology 13.19%
4 Industrials 8.82%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.52M 0.08%
34,811
-5,630
227
$1.51M 0.08%
10,001
+2,505
228
$1.5M 0.08%
45,690
-8,552
229
$1.5M 0.08%
+35,506
230
$1.49M 0.08%
79,516
+68,349
231
$1.49M 0.08%
13,765
-1,860
232
$1.49M 0.08%
46,772
-19,903
233
$1.48M 0.08%
49,408
-19,290
234
$1.47M 0.08%
1,018,377
+928,988
235
$1.47M 0.08%
41,108
-962
236
$1.47M 0.08%
19,064
+15,928
237
$1.47M 0.08%
26,308
-582
238
$1.46M 0.08%
91,755
-17,154
239
$1.45M 0.08%
26,938
-988
240
$1.45M 0.08%
16,097
-3,541
241
$1.44M 0.08%
18,616
-8,071
242
$1.44M 0.08%
37,976
-5,465
243
$1.44M 0.08%
24,876
+21,401
244
$1.43M 0.08%
28,873
+22,724
245
$1.42M 0.08%
80,683
-26,348
246
$1.4M 0.08%
+29,081
247
$1.4M 0.08%
30,265
-2,249
248
$1.38M 0.07%
85,331
-13,804
249
$1.38M 0.07%
+104,486
250
$1.37M 0.07%
56,100
+45,887
8 9
10
11 12