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
326
$1.19M 0.06%
+15,906
327
$1.19M 0.06%
+44,130
328
$1.19M 0.06%
39,734
-1,219
329
$1.18M 0.06%
17,593
-3,906
330
$1.18M 0.06%
14,924
+7,457
331
$1.18M 0.06%
8,340
-5,931
332
$1.18M 0.06%
50,129
-18,674
333
$1.18M 0.06%
+39,833
334
$1.18M 0.06%
65,100
-3,555
335
$1.18M 0.06%
47,833
-4,518
336
$1.17M 0.06%
85,932
-42,579
337
$1.17M 0.06%
+43,465
338
$1.17M 0.06%
105,955
-20,778
339
$1.17M 0.06%
+39,886
340
$1.16M 0.06%
10,983
-2,056
341
$1.16M 0.06%
23,639
-692
342
$1.16M 0.06%
134,005
+6,941
343
$1.15M 0.06%
34,545
-1,260
344
$1.15M 0.06%
19,063
-7,585
345
$1.15M 0.06%
980,040
-18,720
346
$1.15M 0.06%
65,728
-24,510
347
$1.15M 0.06%
29,670
-7,583
348
$1.15M 0.06%
30,457
-718
349
$1.15M 0.06%
64,629
-14,551
350
$1.14M 0.06%
27,886
-19,889
12 13
14
15 16