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
– –
-76,417
1027
– –
-23,749
1028
– –
-13,446
1029
– –
-23,978
1030
– –
-45,120
1031
– –
-15,012
1032
– –
-15,477
1033
– –
-11,186
1034
– –
-22,668
1035
– –
-16,945
1036
– –
-62,351
1037
– –
-5,139
1038
– –
-68,908
1039
– –
-10,724
1040
– –
-8,636
1041
– –
-5,789
1042
– –
-9,446
1043
– –
-25,563
1044
– –
-62,071
1045
– –
-14,237
1046
– –
-25,434
1047
– –
-21,757
1048
– –
-26,031
1049
– –
-28,297
1050
– –
-38,606
40 41
42
43 44