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
526
$614K 0.03%
7,567
-296
527
$610K 0.03%
48,675
+12,717
528
$610K 0.03%
22,793
-4,314
529
$610K 0.03%
53,702
+32,000
530
$606K 0.03%
31,823
+18,981
531
$604K 0.03%
71,820
-210,900
532
$603K 0.03%
29,347
-50,930
533
$602K 0.03%
19,186
534
$600K 0.03%
5,364
-102
535
$598K 0.03%
53,641
536
$594K 0.03%
11,550
-620
537
$593K 0.03%
8,163
-312
538
$585K 0.03%
10,916
-344
539
$584K 0.03%
6,444
-349
540
$582K 0.03%
29,192
+4,000
541
$580K 0.03%
38,643
542
$578K 0.03%
12,595
-299
543
$577K 0.03%
51,996
-1,536
544
$576K 0.03%
+17,227
545
$573K 0.03%
187
+5
546
$571K 0.03%
6,682
-665
547
$570K 0.03%
3,418
-154
548
$568K 0.03%
9,582
-2,093
549
$566K 0.03%
+22,312
550
$564K 0.03%
7,628
-200
20 21
22
23 24