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
501
$650K 0.04%
+20,748
502
$648K 0.04%
+12,395
503
$648K 0.04%
+13,055
504
$646K 0.04%
+33,208
505
$644K 0.04%
+60,782
506
$644K 0.04%
+25,813
507
$644K 0.04%
+36,625
508
$643K 0.04%
+9,841
509
$637K 0.04%
+8,208
510
$636K 0.04%
+26,325
511
$633K 0.04%
+7,797
512
$632K 0.04%
+21,008
513
$630K 0.04%
+25,552
514
$626K 0.04%
+39,403
515
$626K 0.04%
+10,982
516
$624K 0.04%
+6,302
517
$623K 0.04%
+1,381
518
$621K 0.04%
+9,622
519
$619K 0.04%
+15,689
520
$619K 0.04%
+23,637
521
$618K 0.04%
+22,711
522
$617K 0.04%
+46,355
523
$616K 0.04%
+14,457
524
$613K 0.04%
+14,635
525
$610K 0.04%
+45,577
19 20
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