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
151
$2.43M 0.13%
42,523
-1,076
152
$2.42M 0.13%
35,619
-34,934
153
$2.4M 0.13%
40,282
-2,639
154
$2.38M 0.13%
60,868
-24,061
155
$2.38M 0.13%
32,172
-7,647
156
$2.36M 0.13%
31,220
+3,476
157
$2.35M 0.13%
+549,007
158
$2.25M 0.12%
16,533
+786
159
$2.24M 0.12%
79,130
-72,744
160
$2.23M 0.12%
88,021
-1,851
161
$2.21M 0.12%
31,555
-767
162
$2.21M 0.12%
66,357
+36,327
163
$2.2M 0.12%
113,721
+63,698
164
$2.2M 0.12%
34,379
-535
165
$2.17M 0.12%
22,275
-521
166
$2.16M 0.12%
79,892
-5,626
167
$2.15M 0.12%
82,759
+16,988
168
$2.11M 0.11%
8,979
-3,676
169
$2.09M 0.11%
31,604
-822
170
$2.08M 0.11%
+19,413
171
$2.06M 0.11%
26,028
-46,950
172
$2.06M 0.11%
59,737
+32,951
173
$2.03M 0.11%
130,400
-149,640
174
$2.01M 0.11%
+30,033
175
$1.99M 0.11%
25,869
-971
5 6
7
8 9