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
601
$495K 0.03%
+6,930
602
$494K 0.03%
19,209
603
$492K 0.03%
+16,170
604
$491K 0.03%
+36,260
605
$490K 0.03%
+8,723
606
$489K 0.03%
+1,972
607
$489K 0.03%
+20,183
608
$489K 0.03%
23,278
+6,551
609
$489K 0.03%
+4,609
610
$487K 0.03%
6,431
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611
$485K 0.03%
10,501
-537
612
$485K 0.03%
42,756
+3,924
613
$484K 0.03%
8,641
-261
614
$484K 0.03%
+9,047
615
$483K 0.03%
+4,449
616
$482K 0.03%
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617
$482K 0.03%
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618
$482K 0.03%
17,449
619
$482K 0.03%
9,922
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620
$480K 0.03%
4,656
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$480K 0.03%
26,936
-8,281
622
$479K 0.03%
18,773
-897
623
$479K 0.03%
15,315
-433
624
$479K 0.03%
22,206
-660
625
$479K 0.03%
29,231
23 24
25
26 27