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
1026
– –
-18,023
1027
– –
-27,554
1028
– –
-45,577
1029
– –
-30,167
1030
– –
-23,161
1031
– –
-221,452
1032
– –
-2,520
1033
– –
-8,711
1034
– –
-21,492
1035
– –
-22,660
1036
– –
-33,798
1037
– –
-40,476
1038
– –
-6,445
1039
– –
-12,756
1040
– –
-12,762
1041
– –
-17,627
1042
– –
-4,140
1043
– –
-3,883
1044
– –
-20,305
1045
– –
-11,450
1046
– –
-3,975
1047
– –
-27,929
1048
– –
-9,446
1049
– –
-25,563
1050
– –
-14,117
40 41
42
43 44