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
$1.87B
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.89M
3
+$3.61M
4
VLO icon
Valero Energy
VLO
+$3.2M
5
CI icon
Cigna
CI
+$3.12M

Top Sells

1
+$7.8M
2
+$2.93M
3
+$2.61M
4
DBI icon
Designer Brands
DBI
+$2.59M
5
CALM icon
Cal-Maine
CALM
+$2.57M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.49%
3 Financials 13.78%
4 Industrials 9.69%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$763K 0.04%
32,106
477
$760K 0.04%
16,893
478
$759K 0.04%
17,191
479
$754K 0.04%
9,601
480
$752K 0.04%
+66,697
481
$750K 0.04%
35,446
482
$750K 0.04%
52,860
+37,998
483
$749K 0.04%
+13,843
484
$749K 0.04%
63,058
485
$745K 0.04%
94,116
486
$738K 0.04%
+11,546
487
$736K 0.04%
+14,296
488
$735K 0.04%
45,797
+3,971
489
$733K 0.04%
+69,891
490
$733K 0.04%
12,224
491
$731K 0.04%
30,355
492
$731K 0.04%
12,470
493
$725K 0.04%
28,931
494
$724K 0.04%
+21,827
495
$724K 0.04%
+31,733
496
$723K 0.04%
8,430
497
$720K 0.04%
+25,365
498
$719K 0.04%
+18,930
499
$716K 0.04%
29,894
-14,183
500
$714K 0.04%
112,652
-41,712
18 19
20
21 22