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
426
$853K 0.05%
15,508
-1,429
427
$850K 0.05%
63,947
+33,847
428
$850K 0.05%
10,506
-321
429
$846K 0.05%
7,154
-1,161
430
$844K 0.05%
16,233
-661
431
$842K 0.05%
18,915
-3,325
432
$842K 0.05%
114,252
433
$841K 0.05%
19,584
-3,441
434
$840K 0.05%
14,214
-2,401
435
$839K 0.05%
+15,534
436
$837K 0.05%
149,914
-38,504
437
$836K 0.05%
117,369
+2,793
438
$836K 0.05%
+25,549
439
$830K 0.04%
53,658
+27,931
440
$829K 0.04%
16,105
-427
441
$826K 0.04%
278,193
+20,437
442
$826K 0.04%
23,140
-6,233
443
$825K 0.04%
16,276
-8,457
444
$824K 0.04%
31,425
-8,584
445
$823K 0.04%
+3,599
446
$823K 0.04%
16,382
447
$822K 0.04%
41,468
-7,959
448
$821K 0.04%
5,386
-167
449
$819K 0.04%
21,820
-5,032
450
$819K 0.04%
8,743
-430
16 17
18
19 20