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
826
$322K 0.02%
+45,106
827
$321K 0.02%
54,499
828
$319K 0.02%
+30,880
829
$315K 0.02%
2,302
830
$312K 0.02%
7,973
+1,933
831
$309K 0.02%
6,265
-305
832
$309K 0.02%
6,043
-250
833
$307K 0.02%
11,965
-512
834
$303K 0.02%
15,570
-632
835
$303K 0.02%
7,013
-577
836
$302K 0.02%
10,916
837
$301K 0.02%
3,821
838
$300K 0.02%
4,012
-215
839
$299K 0.02%
4,308
-142
840
$299K 0.02%
4,919
-297
841
$298K 0.02%
+21,805
842
$298K 0.02%
1,842
+392
843
$297K 0.02%
6,857
-54
844
$297K 0.02%
+9,247
845
$295K 0.02%
7,273
+1,733
846
$295K 0.02%
+33,499
847
$295K 0.02%
12,543
-976
848
$295K 0.02%
2,746
849
$294K 0.02%
39,586
850
$293K 0.02%
8,630
-5,617
32 33
34
35 36