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
51
$6.95M 0.37%
71,414
-80
52
$6.87M 0.37%
52,932
-4,596
53
$6.65M 0.36%
75,511
-2,494
54
$6.62M 0.36%
76,278
+1,678
55
$6.6M 0.36%
61,285
-1,376
56
$6.58M 0.35%
26,501
-615
57
$6.2M 0.33%
70,074
-1,719
58
$6.16M 0.33%
39,244
-740
59
$6.07M 0.33%
77,092
-15,337
60
$5.92M 0.32%
217,710
-12,273
61
$5.7M 0.31%
4,567
+930
62
$5.59M 0.3%
171,540
-2,784
63
$5.55M 0.3%
44,900
-59,700
64
$5.54M 0.3%
137,383
-8,166
65
$5.53M 0.3%
64,443
-1,082
66
$5.47M 0.29%
434,813
+224,716
67
$5.38M 0.29%
85,938
-3,801
68
$5.36M 0.29%
70,651
-4,276
69
$5.24M 0.28%
52,239
-11,082
70
$5.24M 0.28%
54,721
-5,888
71
$5.19M 0.28%
94,002
-3,002
72
$5.09M 0.27%
111,789
+43,702
73
$5.08M 0.27%
63,974
-4,410
74
$5.05M 0.27%
63,853
-2,581
75
$4.97M 0.27%
93,986
+2,381
1 2
3
4 5