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
301
$1.25M 0.07%
55,510
-9,980
302
$1.24M 0.07%
22,328
-9,176
303
$1.24M 0.07%
20,606
-20,956
304
$1.24M 0.07%
17,743
-7,811
305
$1.24M 0.07%
145,678
-40,451
306
$1.24M 0.07%
+6,721
307
$1.23M 0.07%
18,162
-2,571
308
$1.23M 0.07%
21,134
-15,812
309
$1.23M 0.07%
41,225
-14,245
310
$1.23M 0.07%
+21,422
311
$1.23M 0.07%
+19,343
312
$1.23M 0.07%
50,319
+4,315
313
$1.22M 0.07%
52,642
-16,509
314
$1.22M 0.07%
16,062
-360
315
$1.22M 0.07%
61,930
-25,082
316
$1.22M 0.07%
+117,648
317
$1.21M 0.07%
5,451
-3,889
318
$1.21M 0.07%
+39,755
319
$1.21M 0.07%
57,208
+1,698
320
$1.21M 0.07%
12,899
-602
321
$1.21M 0.07%
+41,679
322
$1.21M 0.07%
3,124
-121
323
$1.21M 0.06%
64,926
-24,942
324
$1.2M 0.06%
35,821
-712
325
$1.2M 0.06%
+23,993
11 12
13
14 15