DC
Deere & Company Portfolio holdings
AUM
$140M
1-Year Return
16.7%
This Quarter Return
+8.05%
1 Year Return
+16.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.75B
AUM Growth
+$112M
(+6.8%)
Cap. Flow
+$24.5M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
16.37%
Holding
1,163
New
213
Increased
213
Reduced
278
Closed
183
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$7.49M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$5.84M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$4.55M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.06M |
| 5 |
American International
AIG
|
+$3.57M |
Top Sells
| 1 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$7.26M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$7.04M |
| 3 |
Trip.com Group
TCOM
|
+$2.82M |
| 4 |
Cardinal Health
CAH
|
+$2.52M |
| 5 |
Public Service Enterprise Group
PEG
|
+$2.49M |
Sector Composition
| 1 | Financials | 15.21% |
| 2 | Technology | 13.71% |
| 3 | Healthcare | 12.37% |
| 4 | Industrials | 10.58% |
| 5 | Energy | 8.13% |