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
126
$3.1M 0.17%
84,880
-2,505
127
$3.03M 0.16%
11,857
+1,078
128
$2.98M 0.16%
19,605
+13,635
129
$2.98M 0.16%
39,986
-1,290
130
$2.97M 0.16%
46,821
-4,881
131
$2.97M 0.16%
15,921
-527
132
$2.97M 0.16%
41,628
-907
133
$2.96M 0.16%
102,042
-13,083
134
$2.92M 0.16%
40,884
-3,655
135
$2.88M 0.16%
74,154
-2,126
136
$2.8M 0.15%
56,715
+19,044
137
$2.77M 0.15%
51,459
-31,376
138
$2.74M 0.15%
146,385
-3,498
139
$2.72M 0.15%
38,856
-4,357
140
$2.72M 0.15%
29,860
-354
141
$2.71M 0.15%
29,656
-678
142
$2.69M 0.15%
59,471
-1,219
143
$2.65M 0.14%
25,461
-758
144
$2.65M 0.14%
74,325
-6,427
145
$2.48M 0.13%
36,243
-876
146
$2.47M 0.13%
24,357
+8,869
147
$2.47M 0.13%
+181,476
148
$2.46M 0.13%
45,878
-6,637
149
$2.46M 0.13%
109,282
+24,698
150
$2.44M 0.13%
32,533
-4,306
4 5
6
7 8