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
101
$3.86M 0.21%
148,870
-1,939
102
$3.84M 0.21%
102,350
-1,313
103
$3.82M 0.21%
74,953
-22,085
104
$3.77M 0.2%
102,562
-2,121
105
$3.77M 0.2%
29,468
+2,254
106
$3.75M 0.2%
299,209
-21,820
107
$3.65M 0.2%
30,461
-24,428
108
$3.63M 0.2%
102,271
-8,547
109
$3.63M 0.2%
93,954
-2,802
110
$3.62M 0.2%
41,531
+1,954
111
$3.57M 0.19%
10,416
-203
112
$3.51M 0.19%
43,160
-3,448
113
$3.51M 0.19%
69,183
+42,983
114
$3.45M 0.19%
30,931
+18,680
115
$3.44M 0.19%
28,894
+6,768
116
$3.36M 0.18%
43,101
+30,156
117
$3.33M 0.18%
142,403
+12,246
118
$3.32M 0.18%
71,705
-993
119
$3.28M 0.18%
140,262
+77,839
120
$3.26M 0.18%
31,502
-867
121
$3.24M 0.17%
32,878
-2,956
122
$3.24M 0.17%
28,511
-634
123
$3.21M 0.17%
38,487
-858
124
$3.19M 0.17%
74,367
-1,375
125
$3.18M 0.17%
60,910
-2,825
3 4
5
6 7