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
26
$11.6M 0.66%
512,310
-7,026
27
$11.2M 0.64%
147,563
-3,516
28
$10.8M 0.62%
136,118
+232
29
$10.6M 0.6%
428,223
-14,340
30
$10.4M 0.59%
88,512
-9,666
31
$10.4M 0.59%
313,270
-3,779
32
$10.1M 0.58%
156,833
+24,228
33
$9.94M 0.57%
147,604
+610
34
$9.85M 0.56%
629,800
+3,240
35
$9.83M 0.56%
144,847
+529
36
$9.53M 0.54%
151,552
-2,314
37
$8.68M 0.5%
181,672
+560
38
$8.64M 0.49%
77,175
-1,677
39
$8.53M 0.49%
110,722
-5,258
40
$8.45M 0.48%
95,578
+315
41
$8.44M 0.48%
84,502
+177
42
$7.57M 0.43%
31,452
-608
43
$7.52M 0.43%
99,599
-3,293
44
$7.49M 0.43%
+149,199
45
$7.48M 0.43%
96,340
-1,960
46
$7.48M 0.43%
318,579
+36,510
47
$7.42M 0.42%
106,733
-2,449
48
$6.96M 0.4%
202,659
+25,744
49
$6.96M 0.4%
87,865
+291
50
$6.88M 0.39%
102,330
+11,540
1
2
3 4 5