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
526
$653K 0.04%
482,630
-60,750
527
$651K 0.04%
8,208
528
$646K 0.04%
11,415
-1,663
529
$645K 0.04%
7,797
530
$643K 0.04%
14,635
531
$636K 0.04%
15,689
532
$635K 0.04%
37,261
-9,993
533
$635K 0.04%
17,088
-3,134
534
$633K 0.04%
39,150
+10,676
535
$633K 0.04%
+63,885
536
$630K 0.04%
+22,499
537
$630K 0.04%
69,180
538
$629K 0.04%
+33,702
539
$629K 0.04%
53,139
+12,887
540
$628K 0.04%
64,589
-12,188
541
$625K 0.04%
25,813
542
$623K 0.04%
20,953
543
$622K 0.04%
+55,147
544
$622K 0.04%
34,238
+23,166
545
$621K 0.04%
62,668
-19,915
546
$619K 0.04%
43,609
547
$618K 0.04%
39,971
-6,361
548
$614K 0.04%
+14,372
549
$614K 0.04%
34,083
-3,348
550
$614K 0.04%
26,325
20 21
22
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