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
476
$771K 0.04%
9,472
-287
477
$770K 0.04%
9,713
-20,533
478
$769K 0.04%
12,283
-714
479
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+136,142
480
$762K 0.04%
8,399
-251
481
$760K 0.04%
11,440
-478
482
$759K 0.04%
202,096
-38,605
483
$757K 0.04%
+6,943
484
$756K 0.04%
73,229
485
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6,755
-193
486
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24,130
+9,414
487
$744K 0.04%
26,296
-20,127
488
$744K 0.04%
23,076
-619
489
$741K 0.04%
+52,839
490
$739K 0.04%
31,444
+19,641
491
$738K 0.04%
11,584
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492
$734K 0.04%
43,892
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493
$729K 0.04%
44,305
494
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207,682
495
$726K 0.04%
53,425
-9,173
496
$722K 0.04%
24,256
497
$721K 0.04%
5,993
-193
498
$719K 0.04%
31,009
-9,104
499
$718K 0.04%
9,292
-499
500
$706K 0.04%
5,919
-130
18 19
20
21 22