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
526
$610K 0.04%
+4,953
527
$610K 0.04%
+65,899
528
$609K 0.04%
+23,503
529
$608K 0.04%
+12,857
530
$605K 0.04%
+43,609
531
$603K 0.04%
+22,464
532
$603K 0.04%
+43,695
533
$602K 0.04%
+31,800
534
$601K 0.04%
+23,126
535
$601K 0.04%
+45,120
536
$598K 0.04%
+64,546
537
$594K 0.04%
+18,681
538
$591K 0.04%
+19,662
539
$591K 0.04%
+64,430
540
$590K 0.04%
+208,562
541
$589K 0.04%
+36,269
542
$589K 0.04%
+162,671
543
$588K 0.04%
+18,411
544
$587K 0.04%
+55,760
545
$586K 0.04%
+9,518
546
$585K 0.04%
+28,198
547
$585K 0.04%
+104,597
548
$584K 0.04%
+12,227
549
$583K 0.04%
+55,547
550
$582K 0.04%
+8,743
20 21
22
23 24