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
$1.64B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$37.9M
3
+$34.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.5M
5
MSFT icon
Microsoft
MSFT
+$23.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.03%
2 Technology 13.98%
3 Healthcare 12.31%
4 Industrials 10.55%
5 Energy 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$724K 0.04%
+10,045
452
$720K 0.04%
+122,526
453
$720K 0.04%
+10,604
454
$719K 0.04%
+18,012
455
$719K 0.04%
+15,176
456
$718K 0.04%
+30,195
457
$716K 0.04%
+82,583
458
$716K 0.04%
+32,428
459
$712K 0.04%
+31,188
460
$711K 0.04%
+47,879
461
$711K 0.04%
+25,599
462
$710K 0.04%
+31,317
463
$708K 0.04%
+76,777
464
$707K 0.04%
+114,917
465
$706K 0.04%
+26,241
466
$704K 0.04%
+35,017
467
$704K 0.04%
+17,400
468
$702K 0.04%
+82,404
469
$701K 0.04%
+9,287
470
$701K 0.04%
+91,297
471
$696K 0.04%
+79,371
472
$694K 0.04%
+123,443
473
$691K 0.04%
+12,423
474
$691K 0.04%
+29,038
475
$690K 0.04%
+18,622
17 18
19
20 21