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
951
$217K 0.01%
12,777
952
$217K 0.01%
17,308
-555
953
$216K 0.01%
+14,002
954
$216K 0.01%
8,267
955
$214K 0.01%
+3,399
956
$213K 0.01%
61,016
957
$212K 0.01%
3,102
958
$211K 0.01%
14,399
959
$211K 0.01%
5,650
960
$210K 0.01%
5,851
961
$209K 0.01%
31,500
-243,026
962
$209K 0.01%
5,646
963
$205K 0.01%
7,060
-11,977
964
$205K 0.01%
1,811
-2,360
965
$204K 0.01%
13,675
966
$204K 0.01%
+1,676
967
$203K 0.01%
25,944
968
$202K 0.01%
+31,907
969
$201K 0.01%
8,235
970
$200K 0.01%
19,003
971
$199K 0.01%
12,197
972
$196K 0.01%
15,633
973
$196K 0.01%
19,430
974
$195K 0.01%
11,623
975
$192K 0.01%
12,000
37 38
39
40 41