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
601
$548K 0.03%
+17,490
602
$548K 0.03%
+48,674
603
$548K 0.03%
+44,548
604
$548K 0.03%
+39,225
605
$547K 0.03%
+30,120
606
$547K 0.03%
+30,520
607
$547K 0.03%
+78,868
608
$546K 0.03%
+45,626
609
$545K 0.03%
+136,173
610
$545K 0.03%
+5,139
611
$545K 0.03%
+13,078
612
$545K 0.03%
+13,847
613
$543K 0.03%
+26,897
614
$543K 0.03%
+11,137
615
$543K 0.03%
+20,047
616
$543K 0.03%
+27,554
617
$542K 0.03%
+13,509
618
$541K 0.03%
+52,723
619
$541K 0.03%
+83,991
620
$540K 0.03%
+25,563
621
$539K 0.03%
+36,455
622
$539K 0.03%
+17,627
623
$539K 0.03%
+16,857
624
$538K 0.03%
+13,293
625
$537K 0.03%
+16,287
23 24
25
26 27