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
$1.59B
AUM Growth
-$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.71M
3
+$2.56M
4
HMC icon
Honda
HMC
+$2.56M
5
MASI icon
Masimo
MASI
+$2.33M

Top Sells

1
+$6.23M
2
+$4.87M
3
+$3.57M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$3.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.24M

Sector Composition

1 Healthcare 15.16%
2 Technology 14.48%
3 Financials 14.07%
4 Industrials 9.88%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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-47,581
1102
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-48,265
1103
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-6,933
1104
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-115,207
1105
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-10,800
1106
– –
-18,378
1107
– –
-30,634
1108
– –
-16,094
1109
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-5,452
1110
– –
-15,798
1111
– –
-14,135
1112
– –
-2,404
1113
– –
-11,188
1114
– –
-17,191
1115
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-19,928
1116
– –
-7,794
1117
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-42,815
1118
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-21,439
1119
– –
-14,600
1120
– –
-39,695
1121
– –
-12,470
1122
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-13,163
1123
– –
-11,984
1124
– –
-25,984
1125
– –
-13,488
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