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
576
$562K 0.03%
+16,326
577
$562K 0.03%
+11,577
578
$562K 0.03%
+110,882
579
$562K 0.03%
+15,857
580
$561K 0.03%
+33,881
581
$561K 0.03%
+18,264
582
$560K 0.03%
+11,977
583
$560K 0.03%
+16,945
584
$559K 0.03%
+26,853
585
$559K 0.03%
+65,111
586
$558K 0.03%
+42,143
587
$558K 0.03%
+18,276
588
$558K 0.03%
+16,080
589
$556K 0.03%
+46,332
590
$556K 0.03%
+63,488
591
$555K 0.03%
+10,404
592
$554K 0.03%
+241,081
593
$553K 0.03%
+139,973
594
$551K 0.03%
+206,500
595
$551K 0.03%
+38,372
596
$550K 0.03%
+31,439
597
$550K 0.03%
+11,258
598
$550K 0.03%
+25,656
599
$549K 0.03%
+3,252
600
$549K 0.03%
+177,068
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