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
551
$559K 0.03%
16,916
+1,454
552
$558K 0.03%
29,388
-8,214
553
$554K 0.03%
7,395
-208
554
$553K 0.03%
10,374
-332
555
$551K 0.03%
+15,907
556
$548K 0.03%
13,004
557
$547K 0.03%
10,106
-350
558
$547K 0.03%
15,340
-666
559
$547K 0.03%
30,015
-1,150
560
$544K 0.03%
99,241
+77,816
561
$542K 0.03%
8,558
-336
562
$536K 0.03%
17,656
-6,299
563
$535K 0.03%
3,310
-88
564
$535K 0.03%
8,248
-1,660
565
$535K 0.03%
14,419
-3
566
$535K 0.03%
22,036
567
$533K 0.03%
3,221
568
$530K 0.03%
9,694
569
$529K 0.03%
+12,674
570
$529K 0.03%
65,700
-4,000
571
$528K 0.03%
43,625
+21,010
572
$527K 0.03%
12,792
+5,918
573
$526K 0.03%
+19,547
574
$525K 0.03%
16,687
-473
575
$525K 0.03%
15,511
-432
21 22
23
24 25