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
1101
– –
-120,593
1102
– –
-31,215
1103
– –
-64,546
1104
– –
-22,997
1105
– –
-206,500
1106
– –
-22,356
1107
– –
-13,645
1108
– –
-12,984
1109
– –
-33,881
1110
– –
-11,947
1111
– –
-43,695
1112
– –
-20,448
1113
– –
-19,730
1114
– –
-3
1115
– –
-43,838
1116
– –
-162,671
1117
– –
-7,659
1118
– –
-15,616
1119
– –
-1,646
1120
– –
-7,604
1121
– –
-22,166
1122
– –
-14,627
1123
– –
-31,439
1124
– –
-83,991
1125
– –
-76,417
43 44
45
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