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
876
$269K 0.01%
16,535
+5,002
877
$269K 0.01%
9,301
+1,201
878
$268K 0.01%
10,672
879
$268K 0.01%
16,417
880
$268K 0.01%
7,915
-6,656
881
$268K 0.01%
3,614
882
$267K 0.01%
6,600
883
$267K 0.01%
3,982
-326
884
$267K 0.01%
11,189
-1,548
885
$267K 0.01%
16,218
886
$267K 0.01%
20,413
-5,423
887
$266K 0.01%
1,364
+275
888
$266K 0.01%
45,868
+13,725
889
$265K 0.01%
5,866
-207
890
$264K 0.01%
36,925
891
$262K 0.01%
6,059
892
$261K 0.01%
+6,319
893
$261K 0.01%
11,221
-2,755
894
$260K 0.01%
10,832
+460
895
$259K 0.01%
999
896
$257K 0.01%
4,906
-288
897
$257K 0.01%
+13,200
898
$256K 0.01%
5,635
899
$255K 0.01%
10,704
900
$254K 0.01%
11,589
34 35
36
37 38