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
1051
-8,012
1052
-23,543
1053
-16,591
1054
-5,284
1055
-40,493
1056
-111,809
1057
-7,606
1058
-32,374
1059
-47,524
1060
-46,536
1061
-28,963
1062
-11,834
1063
-79,616
1064
-35,803
1065
-134,346
1066
-39,276
1067
-10,825
1068
-24,574
1069
-50,302
1070
-25,055
1071
-17,868
1072
-10,212
1073
-30,260
1074
-6,356
1075
-22,145