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
451
$818K 0.04%
23,654
-798
452
$816K 0.04%
18,283
-534
453
$815K 0.04%
11,167
-14,453
454
$814K 0.04%
49,556
-4,492
455
$813K 0.04%
50,618
+16,779
456
$811K 0.04%
66,133
457
$811K 0.04%
25,817
-3,274
458
$811K 0.04%
24,713
-8,540
459
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+97,794
460
$808K 0.04%
8,360
-406
461
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5,820
-186
462
$805K 0.04%
58,859
-9,199
463
$800K 0.04%
9,486
-301
464
$797K 0.04%
31,472
-3,489
465
$795K 0.04%
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466
$794K 0.04%
55,420
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467
$794K 0.04%
15,473
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468
$794K 0.04%
+92,523
469
$793K 0.04%
41,410
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470
$784K 0.04%
19,537
-779
471
$784K 0.04%
11,659
-299
472
$784K 0.04%
+27,536
473
$780K 0.04%
6,873
-374
474
$777K 0.04%
4,554
-123
475
$774K 0.04%
6,230
-150
17 18
19
20 21