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
$1.75B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.84M
3
+$4.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.06M
5
AIG icon
American International
AIG
+$3.57M

Top Sells

1
+$7.25M
2
+$7.04M
3
+$2.82M
4
CAH icon
Cardinal Health
CAH
+$2.52M
5
PEG icon
Public Service Enterprise Group
PEG
+$2.49M

Sector Composition

1 Financials 15.21%
2 Technology 13.71%
3 Healthcare 12.37%
4 Industrials 10.58%
5 Energy 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$977K 0.06%
+179,525
352
$977K 0.06%
42,610
-10,332
353
$952K 0.05%
47,641
+14,757
354
$950K 0.05%
52,219
355
$949K 0.05%
13,270
+2,870
356
$946K 0.05%
+13,748
357
$937K 0.05%
53,463
-1,908
358
$934K 0.05%
54,542
-9,216
359
$924K 0.05%
82,288
+62,637
360
$923K 0.05%
72,929
+20,247
361
$922K 0.05%
20,236
362
$920K 0.05%
18,179
+3,032
363
$917K 0.05%
1,943
364
$916K 0.05%
16,348
-1,900
365
$915K 0.05%
+33,035
366
$912K 0.05%
270,770
+33,461
367
$912K 0.05%
+20,118
368
$912K 0.05%
9,958
-1,359
369
$912K 0.05%
31,830
-4,590
370
$910K 0.05%
98,971
371
$910K 0.05%
28,432
+5,981
372
$910K 0.05%
13,875
-1,772
373
$910K 0.05%
29,675
374
$909K 0.05%
35,016
+2,702
375
$909K 0.05%
122,526
13 14
15
16 17