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
1076
– –
-21,743
1077
– –
-8,695
1078
– –
-16,427
1079
– –
-10,331
1080
– –
-28,198
1081
– –
-38,671
1082
– –
-21,975
1083
– –
-11,797
1084
– –
-13,743
1085
– –
-30,974
1086
– –
-1,381
1087
– –
-39,157
1088
– –
-120,279
1089
– –
-10,687
1090
– –
-10,958
1091
– –
-17,356
1092
– –
-443
1093
– –
-6,282
1094
– –
-20,914
1095
– –
-9,102
1096
– –
-14,741
1097
– –
-25,100
1098
– –
-16,284
1099
– –
-45,200
1100
– –
-12,750
42 43
44
45 46