DC
Deere & Company Portfolio holdings
AUM
$140M
1-Year Return
16.7%
This Quarter Return
+5.95%
1 Year Return
+16.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.88B
AUM Growth
+$25.4M
(+1.4%)
Cap. Flow
-$47.6M
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
17.3%
Holding
1,190
New
170
Increased
145
Reduced
401
Closed
166
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.02M |
| 2 |
Charter Communications
CHTR
|
+$3.7M |
| 3 |
Carnival Corp
CCL
|
+$3.17M |
| 4 |
General Motors
GM
|
+$2.28M |
| 5 |
Banco Bradesco
BBD
|
+$2.24M |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$8.04M |
| 2 |
EMC
EMC CORPORATION
EMC
|
+$5.92M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$3.98M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$3.43M |
| 5 |
Apple
AAPL
|
+$2.63M |
Sector Composition
| 1 | Financials | 14.77% |
| 2 | Technology | 13.7% |
| 3 | Healthcare | 12.84% |
| 4 | Industrials | 9.04% |
| 5 | Consumer Discretionary | 8.86% |
