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
701
$432K 0.02%
8,627
-4,431
702
$432K 0.02%
33,284
-11,225
703
$432K 0.02%
+27,737
704
$431K 0.02%
43,180
-11,331
705
$430K 0.02%
+856
706
$429K 0.02%
+9,641
707
$429K 0.02%
+112,919
708
$428K 0.02%
+28,169
709
$428K 0.02%
8,722
-361
710
$428K 0.02%
+16,225
711
$427K 0.02%
16,986
-1,196
712
$427K 0.02%
+17,299
713
$426K 0.02%
+46,472
714
$425K 0.02%
+11,400
715
$425K 0.02%
17,483
-6,520
716
$425K 0.02%
12,749
-931
717
$424K 0.02%
17,212
+7,625
718
$423K 0.02%
+16,996
719
$422K 0.02%
+31,846
720
$422K 0.02%
4,882
-292
721
$421K 0.02%
+43,956
722
$421K 0.02%
+8,134
723
$420K 0.02%
+9,868
724
$419K 0.02%
+17,801
725
$418K 0.02%
18,106
-748
27 28
29
30 31