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
1
$47.6M 2.57%
226,346
-1,317
2
$47.6M 2.56%
1,110,142
3
$41.3M 2.22%
1,727,884
-1,064
4
$35.4M 1.9%
841,264
-170,400
5
$32M 1.72%
625,556
+18,759
6
$31.3M 1.69%
334,113
-6,627
7
$26M 1.4%
214,432
-9,269
8
$24.3M 1.31%
679,600
-8,380
9
$22.9M 1.23%
151,495
+706
10
$21.6M 1.16%
662,444
-16,839
11
$18.9M 1.02%
165,392
+2,952
12
$18M 0.97%
540,160
-5,138
13
$17.6M 0.95%
282,924
-1,320
14
$17.6M 0.95%
314,705
-622
15
$17.1M 0.92%
118,206
+2,919
16
$17.1M 0.92%
361,021
+4,820
17
$16.7M 0.9%
196,680
+1,615
18
$16.5M 0.89%
476,000
-3,120
19
$15.1M 0.81%
427,920
+1,320
20
$14.8M 0.8%
451,992
-27,104
21
$14M 0.76%
255,180
+2,151
22
$13.9M 0.75%
306,249
+4,529
23
$13.7M 0.74%
130,311
+3,100
24
$13.3M 0.72%
546,390
-24,036
25
$13.1M 0.71%
401,738
+6,158
1
2 3 4 5