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
376
$1.06M 0.06%
22,324
-782
377
$1.06M 0.06%
118,388
-30,084
378
$1.05M 0.06%
13,917
-505
379
$1.04M 0.06%
+20,282
380
$1.02M 0.06%
26,930
-730
381
$1.02M 0.06%
18,077
-718
382
$1.02M 0.06%
22,855
-695
383
$1.02M 0.06%
+49,037
384
$1.02M 0.06%
23,066
+19,310
385
$1M 0.05%
33,613
-3,366
386
$999K 0.05%
10,598
-298
387
$998K 0.05%
12,790
-327
388
$998K 0.05%
20,549
+8,150
389
$977K 0.05%
26,951
-6,643
390
$973K 0.05%
22,493
-3,254
391
$970K 0.05%
54,468
-4,917
392
$964K 0.05%
16,203
-547
393
$958K 0.05%
30,608
-6,259
394
$949K 0.05%
37,521
-1,173
395
$939K 0.05%
38,488
396
$939K 0.05%
25,232
-653
397
$927K 0.05%
14,202
-448
398
$925K 0.05%
13,910
-478
399
$919K 0.05%
16,090
-1,064
400
$918K 0.05%
12,420
-1,306
14 15
16
17 18