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
851
$292K 0.02%
1,007
-771
852
$291K 0.02%
+595
853
$291K 0.02%
11,314
+1,197
854
$291K 0.02%
3,529
-161
855
$290K 0.02%
9,848
856
$289K 0.02%
+17,442
857
$289K 0.02%
11,121
-695
858
$287K 0.02%
7,150
859
$287K 0.02%
+177,026
860
$284K 0.02%
22,712
861
$284K 0.02%
12,501
+1,872
862
$283K 0.02%
18,213
-17,192
863
$282K 0.02%
+26,739
864
$282K 0.02%
+19,388
865
$282K 0.02%
20,920
866
$281K 0.02%
19,400
+3,672
867
$279K 0.02%
40,833
868
$278K 0.02%
+16,672
869
$278K 0.02%
+8,864
870
$278K 0.02%
+27,150
871
$277K 0.01%
25,476
+1,698
872
$277K 0.01%
5,278
-42
873
$276K 0.01%
22,480
874
$273K 0.01%
22,743
-4,503
875
$272K 0.01%
13,699
-521
33 34
35
36 37