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
1126
– –
-27,554
1127
– –
-45,577
1128
– –
-30,167
1129
– –
-23,161
1130
– –
-221,452
1131
– –
-2,520
1132
– –
-8,711
1133
– –
-21,492
1134
– –
-22,660
1135
– –
-33,798
1136
– –
-40,476
1137
– –
-6,445
1138
– –
-12,756
1139
– –
-76,291
1140
– –
-12,762
1141
– –
-17,627
1142
– –
-4,140
1143
– –
-3,883
1144
– –
-20,305
1145
– –
-11,450
1146
– –
-3,975
1147
– –
-27,929
1148
– –
-52,723
1149
– –
-15,420
1150
– –
-5,521
43 44 45
46
47