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
626
$477K 0.03%
6,424
-246
627
$475K 0.03%
23,798
-691
628
$475K 0.03%
19,556
-4,507
629
$474K 0.03%
12,106
-348
630
$473K 0.03%
+46,318
631
$472K 0.03%
19,260
-808
632
$471K 0.03%
43,887
633
$471K 0.03%
5,611
-171
634
$471K 0.03%
11,818
+2,021
635
$470K 0.03%
16,880
636
$469K 0.03%
+27,041
637
$468K 0.03%
5,612
-172
638
$467K 0.03%
+87,674
639
$465K 0.03%
19,378
-585
640
$464K 0.03%
38,092
-8,336
641
$463K 0.02%
14,445
-776
642
$463K 0.02%
14,972
-642
643
$463K 0.02%
+13,289
644
$462K 0.02%
72,115
645
$461K 0.02%
+10,529
646
$461K 0.02%
6,972
647
$460K 0.02%
29,139
-4,671
648
$460K 0.02%
18,059
649
$459K 0.02%
19,718
-2,325
650
$458K 0.02%
+71,907
24 25
26
27 28