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
1001
– –
-15,477
1002
– –
-15,012
1003
– –
-45,120
1004
– –
-23,978
1005
– –
-121,991
1006
– –
-13,446
1007
– –
-23,749
1008
– –
-77,434
1009
– –
-69,134
1010
– –
-35,600
1011
– –
-6,803
1012
– –
-13,824
1013
– –
-36,269
1014
– –
-4,120
1015
– –
-28,845
1016
– –
-48,674
1017
– –
-6,395
1018
– –
-8,446
1019
– –
-18,319
1020
– –
-3,925
1021
– –
-31,530
1022
– –
-54,481
1023
– –
-5,789
1024
– –
-4,915
1025
– –
-9,518
39 40
41
42 43