DC
Deere & Company Portfolio holdings
AUM
$140M
1-Year Return
16.7%
This Quarter Return
+5.09%
1 Year Return
+16.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.82B
AUM Growth
+$67.1M
(+3.8%)
Cap. Flow
-$3.47M
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
17.93%
Holding
1,142
New
230
Increased
186
Reduced
208
Closed
204
Top Buys
| 1 |
Cisco
CSCO
|
+$2.79M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.74M |
| 3 |
McKesson
MCK
|
+$2.64M |
| 4 |
FedEx
FDX
|
+$2.53M |
| 5 |
Eaton
ETN
|
+$2.4M |
Top Sells
| 1 |
Marathon Petroleum
MPC
|
+$2.87M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
+$2.43M |
| 3 |
SCU
Sculptor Capital Management, Inc. Class A Common Stock
SCU
|
+$2.41M |
| 4 |
IBM
IBM
|
+$2.38M |
| 5 |
KKR & Co
KKR
|
+$2.3M |
Sector Composition
| 1 | Technology | 14.78% |
| 2 | Financials | 14.58% |
| 3 | Healthcare | 12.8% |
| 4 | Industrials | 9.63% |
| 5 | Communication Services | 7.99% |
