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
576
$523K 0.03%
6,166
-1,316
577
$523K 0.03%
+25,169
578
$521K 0.03%
5,633
-621
579
$520K 0.03%
3,324
-231
580
$519K 0.03%
16,244
-697
581
$518K 0.03%
7,856
-337
582
$518K 0.03%
17,025
-2,928
583
$517K 0.03%
17,070
-3,414
584
$515K 0.03%
+16,954
585
$513K 0.03%
7,007
-217
586
$512K 0.03%
3,642
-147
587
$511K 0.03%
14,704
588
$510K 0.03%
+6,880
589
$510K 0.03%
12,508
-370
590
$509K 0.03%
4,266
-122
591
$508K 0.03%
18,015
592
$508K 0.03%
3,463
-8,376
593
$507K 0.03%
+30,805
594
$506K 0.03%
+24,071
595
$505K 0.03%
+19,070
596
$505K 0.03%
11,734
597
$503K 0.03%
15,937
-10,044
598
$502K 0.03%
16,794
599
$499K 0.03%
5,858
-227
600
$497K 0.03%
+37,998
22 23
24
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