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
751
$402K 0.02%
8,192
-458
752
$402K 0.02%
18,554
+4,904
753
$402K 0.02%
31,791
-2,983
754
$400K 0.02%
15,091
-415
755
$400K 0.02%
16,963
756
$399K 0.02%
8,072
-469
757
$398K 0.02%
3,821
-123
758
$398K 0.02%
+40,871
759
$396K 0.02%
+3,016
760
$394K 0.02%
53,879
+12,920
761
$392K 0.02%
14,788
762
$392K 0.02%
6,097
763
$391K 0.02%
+36,181
764
$390K 0.02%
+47,336
765
$388K 0.02%
17,293
+2,766
766
$387K 0.02%
26,300
767
$385K 0.02%
8,781
768
$385K 0.02%
+4,082
769
$382K 0.02%
+8,015
770
$381K 0.02%
+7,157
771
$379K 0.02%
10,015
772
$378K 0.02%
+69,255
773
$377K 0.02%
4,212
+1,515
774
$377K 0.02%
+7,530
775
$377K 0.02%
+63,334
29 30
31
32 33