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
651
$458K 0.02%
24,058
-4,128
652
$457K 0.02%
17,830
-3,908
653
$457K 0.02%
10,589
-1,670
654
$457K 0.02%
12,652
655
$456K 0.02%
+42,682
656
$456K 0.02%
+4,059
657
$456K 0.02%
+24,890
658
$456K 0.02%
16,492
-2,890
659
$455K 0.02%
15,263
-1,393
660
$454K 0.02%
+56,655
661
$453K 0.02%
+9,637
662
$453K 0.02%
14,818
-67,519
663
$452K 0.02%
10,484
664
$452K 0.02%
3,587
-137
665
$451K 0.02%
14,957
-31,387
666
$451K 0.02%
15,381
667
$450K 0.02%
25,099
668
$449K 0.02%
+34,141
669
$449K 0.02%
9,453
-256
670
$449K 0.02%
24,135
-8,945
671
$447K 0.02%
20,605
-7,531
672
$446K 0.02%
+31,779
673
$446K 0.02%
+21,096
674
$445K 0.02%
11,152
675
$444K 0.02%
+19,559
25 26
27
28 29