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
1
$59.7M 3.41%
1,718,240
+130,880
2
$41.3M 2.36%
2,424,996
+12,068
3
$34.6M 1.98%
402,669
-16,673
4
$25.3M 1.44%
759,163
+78,893
5
$23.4M 1.33%
269,499
+7,520
6
$21.8M 1.24%
179,171
-1,952
7
$21.2M 1.21%
184,969
-3,179
8
$20.2M 1.16%
178,351
+870
9
$19.9M 1.14%
186,460
-66,010
10
$19.2M 1.09%
703,271
-38,799
11
$19.1M 1.09%
873,221
-32,561
12
$18.2M 1.04%
440,613
-4,197
13
$18.1M 1.04%
350,602
+2,051
14
$18M 1.03%
238,583
+697
15
$17M 0.97%
96,029
-3,242
16
$16.8M 0.96%
657,949
-12,352
17
$16.7M 0.95%
98,840
+24,040
18
$14.7M 0.84%
323,885
+1,653
19
$13.5M 0.77%
156,435
-4,128
20
$13M 0.74%
941,147
+2,952
21
$12.9M 0.74%
266,475
+14,034
22
$12.9M 0.74%
551,067
+2,524
23
$12.6M 0.72%
333,313
-3,188
24
$12.5M 0.71%
267,761
+4,110
25
$12.1M 0.69%
528,985
+76,720
1
2 3 4 5