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
1
$49M 3.08%
1,260,864
-69,600
2
$45.6M 2.87%
1,655,304
-176,724
3
$39.7M 2.49%
206,010
-16,830
4
$26.6M 1.67%
601,206
-39,237
5
$24M 1.51%
322,627
-21,330
6
$21.7M 1.36%
695,300
+16,320
7
$19.8M 1.25%
212,357
-13,144
8
$18.6M 1.17%
153,991
-4,770
9
$17.6M 1.1%
134,798
-18,310
10
$16.4M 1.03%
319,027
-23,272
11
$16.3M 1.02%
267,331
-17,405
12
$16.2M 1.02%
657,632
+121,947
13
$15.3M 0.96%
513,277
-40,661
14
$14.4M 0.91%
132,000
-8,000
15
$13.3M 0.84%
185,181
+13,586
16
$13.3M 0.83%
147,545
+5,770
17
$13.2M 0.83%
517,140
-22,740
18
$12.9M 0.81%
296,875
-18,518
19
$11.8M 0.74%
115,834
-8,172
20
$11.8M 0.74%
391,264
-30,141
21
$11.5M 0.72%
117,194
-9,027
22
$11.4M 0.72%
242,815
-16,539
23
$11.2M 0.7%
425,647
-21,036
24
$11M 0.69%
708,607
-39,834
25
$10.7M 0.67%
266,697
-17,363
1
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