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
501
$693K 0.04%
+42,717
502
$693K 0.04%
19,328
-559
503
$692K 0.04%
+64,676
504
$688K 0.04%
5,355
-142
505
$682K 0.04%
6,732
-263
506
$681K 0.04%
8,397
-144
507
$680K 0.04%
+12,490
508
$680K 0.04%
10,266
-375
509
$676K 0.04%
7,997
-373
510
$671K 0.04%
2,944
-120
511
$669K 0.04%
4,043
+1,657
512
$667K 0.04%
223,978
-38,432
513
$654K 0.04%
14,747
-464
514
$654K 0.04%
22,499
+16,070
515
$653K 0.04%
9,417
-395
516
$652K 0.04%
6,132
-247
517
$652K 0.04%
+17,964
518
$650K 0.04%
9,685
-523
519
$633K 0.03%
3,334
-96
520
$633K 0.03%
+2,402
521
$631K 0.03%
5,318
+1,951
522
$631K 0.03%
9,807
+7,015
523
$627K 0.03%
2,760
-118
524
$627K 0.03%
15,253
-1,190
525
$626K 0.03%
5,568
+2,158
19 20
21
22 23