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
201
$1.7M 0.09%
76,374
+51,074
202
$1.7M 0.09%
+123,736
203
$1.68M 0.09%
62,691
+39,710
204
$1.68M 0.09%
+103,037
205
$1.67M 0.09%
86,737
-27,406
206
$1.67M 0.09%
69,685
-30,555
207
$1.67M 0.09%
+57,867
208
$1.66M 0.09%
30,500
-1,718
209
$1.64M 0.09%
23,869
-552
210
$1.64M 0.09%
41,468
+7,537
211
$1.62M 0.09%
51,433
+13,144
212
$1.62M 0.09%
36,444
-6,202
213
$1.61M 0.09%
16,464
+3,504
214
$1.6M 0.09%
139,690
-33,576
215
$1.59M 0.09%
28,906
+2,902
216
$1.58M 0.09%
27,909
-5,160
217
$1.58M 0.08%
87,630
+57,423
218
$1.57M 0.08%
39,095
-12,140
219
$1.56M 0.08%
+58,300
220
$1.55M 0.08%
39,668
+10,058
221
$1.54M 0.08%
13,449
-1,716
222
$1.54M 0.08%
+5,362
223
$1.54M 0.08%
+262,279
224
$1.52M 0.08%
24,489
-7,085
225
$1.52M 0.08%
92,554
-3,639
7 8
9
10 11