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
801
$346K 0.02%
2,989
+700
802
$346K 0.02%
7,488
-57
803
$344K 0.02%
5,668
-282
804
$344K 0.02%
3,647
-156
805
$343K 0.02%
43,345
806
$343K 0.02%
10,017
+1,555
807
$343K 0.02%
3,014
-176
808
$342K 0.02%
11,421
809
$341K 0.02%
6,168
-390
810
$341K 0.02%
2,421
-87
811
$339K 0.02%
+8,562
812
$337K 0.02%
28,353
813
$336K 0.02%
7,304
814
$336K 0.02%
5,429
-294
815
$335K 0.02%
7,582
816
$335K 0.02%
+47,486
817
$335K 0.02%
8,358
-8,477
818
$334K 0.02%
329
+80
819
$333K 0.02%
37,843
+12,066
820
$329K 0.02%
7,637
-222
821
$327K 0.02%
+20,260
822
$324K 0.02%
18,416
823
$324K 0.02%
7,879
-29,146
824
$324K 0.02%
+5,560
825
$323K 0.02%
+28,809
31 32
33
34 35