DC

Deere & Company Portfolio holdings

AUM $140M
1-Year Est. Return 16.7%
This Fund
S&P 500
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 +$5.55M
2 +$5.49M
3 +$4.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.05M
5
AIG icon
American International
AIG
+$3.49M

Top Sells

1 +$7.25M
2 +$6.83M
3 +$2.52M
4
PEG icon
Public Service Enterprise Group
PEG
+$2.49M
5
MMLP icon
Martin Midstream Partners
MMLP
+$2.4M

Sector Composition

1 Financials 15.21%
2 Technology 13.68%
3 Healthcare 12.37%
4 Industrials 10.63%
5 Energy 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
-3,883
1102
-20,305
1103
-11,450
1104
-3,975
1105
-21,757
1106
-26,031
1107
-28,297
1108
-24,552
1109
-67,896
1110
-52,723
1111
-15,420
1112
-5,521
1113
-90,133
1114
-3,834
1115
-10,225
1116
-234
1117
-23,189
1118
-28,808
1119
-4,152
1120
-9,973
1121
-21,743
1122
-8,695
1123
-16,427
1124
-11,797
1125
-13,743