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
551
$582K 0.04%
+8,695
552
$580K 0.04%
+37,431
553
$580K 0.04%
+20,880
554
$579K 0.04%
+83,728
555
$579K 0.04%
+25,100
556
$578K 0.04%
+543,380
557
$577K 0.04%
+2,465
558
$577K 0.04%
+38,204
559
$576K 0.04%
+121,991
560
$575K 0.04%
+8,936
561
$575K 0.04%
+65,332
562
$575K 0.04%
+52,682
563
$574K 0.04%
+2,453
564
$574K 0.04%
+12,750
565
$572K 0.03%
+8,446
566
$571K 0.03%
+9,484
567
$570K 0.03%
+28,602
568
$570K 0.03%
+14,627
569
$569K 0.03%
+32,940
570
$569K 0.03%
+23,749
571
$568K 0.03%
+38,671
572
$568K 0.03%
+23,700
573
$567K 0.03%
+40,252
574
$567K 0.03%
+25,148
575
$563K 0.03%
+3
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