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
– –
-59,613
1102
– –
-36,418
1103
– –
-61,286
1104
– –
-99,316
1105
– –
-6,960
1106
– –
-116,582
1107
– –
-77,434
1108
– –
-69,134
1109
– –
-35,600
1110
– –
-6,803
1111
– –
-13,824
1112
– –
-36,269
1113
– –
-4,120
1114
– –
-28,845
1115
– –
-48,674
1116
– –
-6,395
1117
– –
-8,446
1118
– –
-18,319
1119
– –
-3,925
1120
– –
-31,530
1121
– –
-54,481
1122
– –
-4,915
1123
– –
-24,801
1124
– –
-9,518
1125
– –
-18,023
43 44
45
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