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
401
$918K 0.05%
26,302
+2,629
402
$915K 0.05%
12,709
-3,659
403
$912K 0.05%
6,911
-216
404
$911K 0.05%
13,645
405
$911K 0.05%
30,162
406
$904K 0.05%
22,222
-470
407
$899K 0.05%
+77,594
408
$898K 0.05%
+3,684
409
$892K 0.05%
14,930
410
$891K 0.05%
15,213
-662
411
$888K 0.05%
14,317
+2,956
412
$882K 0.05%
8,720
-233
413
$873K 0.05%
+30,672
414
$873K 0.05%
23,842
-680
415
$870K 0.05%
20,794
-1,855
416
$870K 0.05%
16,062
-2,000
417
$867K 0.05%
15,973
-641
418
$864K 0.05%
30,209
419
$864K 0.05%
146,686
-23,342
420
$859K 0.05%
17,536
-4,006
421
$856K 0.05%
14,250
-572
422
$856K 0.05%
4,685
-527
423
$855K 0.05%
18,999
424
$855K 0.05%
14,273
-446
425
$855K 0.05%
111,272
+9,949
15 16
17
18 19