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
1026
– –
-16,101
1027
– –
-64,022
1028
– –
-31,904
1029
– –
-13,728
1030
– –
-47,724
1031
– –
-48,462
1032
– –
-8,891
1033
– –
-4,941
1034
– –
-34,995
1035
– –
-89,178
1036
– –
-37,377
1037
– –
-21,500
1038
– –
-5,424
1039
– –
-12,307
1040
– –
-7,673
1041
– –
-9,314
1042
– –
-3,358
1043
– –
-87,800
1044
– –
-10,328
1045
– –
-10,917
1046
– –
-24,147
1047
– –
-9,921
1048
– –
-20,042
1049
– –
-47,413
1050
– –
-14,767
40 41
42
43 44