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
676
$444K 0.02%
12,021
-297
677
$444K 0.02%
11,421
-33,926
678
$443K 0.02%
+12,009
679
$442K 0.02%
7,900
-357
680
$442K 0.02%
12,095
-605
681
$442K 0.02%
39,869
-26,790
682
$441K 0.02%
+84,902
683
$441K 0.02%
+19,447
684
$441K 0.02%
+9,426
685
$441K 0.02%
+13,495
686
$441K 0.02%
+2,365
687
$439K 0.02%
8,262
-276
688
$438K 0.02%
+21,635
689
$438K 0.02%
+13,803
690
$438K 0.02%
74,102
+55,614
691
$438K 0.02%
7,329
-3,161
692
$438K 0.02%
4,859
-175
693
$437K 0.02%
12,777
694
$437K 0.02%
+137,379
695
$435K 0.02%
25,366
-3,930
696
$435K 0.02%
+20,324
697
$434K 0.02%
12,545
-818
698
$434K 0.02%
13,544
-3,029
699
$433K 0.02%
+15,418
700
$433K 0.02%
+32,393
26 27
28
29 30