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
26
$12.9M 0.7%
127,103
+845
27
$12.8M 0.69%
446,743
-734
28
$12.7M 0.68%
119,869
+1,283
29
$11.8M 0.64%
92,687
+503
30
$11.8M 0.64%
120,927
+1,988
31
$11.4M 0.61%
164,689
+1,670
32
$11.3M 0.61%
77,769
-1,503
33
$11.2M 0.61%
274,584
+49,147
34
$10.6M 0.57%
69,533
-814
35
$10.5M 0.57%
91,500
-54,200
36
$10.4M 0.56%
140,520
+1,997
37
$10.4M 0.56%
141,155
+2,131
38
$10.2M 0.55%
72,422
-2,958
39
$10.2M 0.55%
122,089
-867
40
$10.1M 0.54%
758,110
+20,149
41
$9.2M 0.5%
217,021
+6,662
42
$9.13M 0.49%
+81,056
43
$8.07M 0.43%
102,018
+10,476
44
$7.9M 0.43%
53,950
+1,038
45
$7.71M 0.42%
143,958
+32,998
46
$7.7M 0.41%
69,433
-2,660
47
$7.68M 0.41%
118,992
-2,773
48
$7.6M 0.41%
91,287
+3,407
49
$7.6M 0.41%
63,121
-3,684
50
$7.25M 0.39%
117,160
-70,721
1
2
3 4 5