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
76
$4.96M 0.27%
43,793
-1,009
77
$4.92M 0.26%
64,841
+1,568
78
$4.86M 0.26%
20,111
-2,943
79
$4.85M 0.26%
35,250
-615
80
$4.69M 0.25%
21,637
-747
81
$4.63M 0.25%
48,351
-3,820
82
$4.59M 0.25%
62,707
-1,619
83
$4.55M 0.24%
37,226
-474
84
$4.5M 0.24%
57,714
-2,610
85
$4.5M 0.24%
123,551
+9,931
86
$4.49M 0.24%
30,205
-1,189
87
$4.45M 0.24%
63,768
-9,334
88
$4.3M 0.23%
75,312
-29,772
89
$4.3M 0.23%
18,592
-3,053
90
$4.29M 0.23%
32,839
-609
91
$4.29M 0.23%
46,678
-823
92
$4.22M 0.23%
30,307
-915
93
$4.19M 0.23%
18,862
-1,760
94
$4.18M 0.22%
115,734
+26,446
95
$4.12M 0.22%
55,967
-1,877
96
$4.02M 0.22%
62,003
-1,544
97
$3.99M 0.22%
101,583
-3,418
98
$3.93M 0.21%
151,395
+26,232
99
$3.91M 0.21%
29,773
+2,542
100
$3.89M 0.21%
64,053
-2,346
2 3
4
5 6