4IG
440 Investment Group Portfolio holdings
AUM
$140M
1-Year Est. Return
17.09%
1 Year Est. Return
+17.09%
AUM
$140M
AUM Growth
+$9.24M
(+7%)
Holding
118
Top Buys
| 1 | +$2.26M | |
| 2 | +$1.54M | |
| 3 | +$1.24M | |
| 4 |
Amphenol
APH
|
+$1.05M |
| 5 |
AT&T
T
|
+$947K |
Top Sells
| 1 | +$2.14M | |
| 2 | +$1.72M | |
| 3 | +$1.46M | |
| 4 |
Walt Disney
DIS
|
+$952K |
| 5 |
Honeywell
HON
|
+$910K |
Sector Composition
| 1 | Healthcare | 22.58% |
| 2 | Financials | 18.64% |
| 3 | Industrials | 13.62% |
| 4 | Technology | 11.44% |
| 5 | Communication Services | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
US Bancorp
USB
$72.8B
| $15.3M | 10.9% |
285,828
+328
|
|
||
2
UnitedHealth
UNH
$291B
| $8.04M | 5.72% |
36,454
+10,254
|
|
||
3
3M
MMM
$87B
| $7.85M | 5.59% |
39,908
+2,474
|
|
||
4
Microsoft
MSFT
$3.69T
| $4.91M | 3.5% |
57,445
+703
|
|
||
5
SPDR S&P 500 ETF Trust
SPY
$666B
| $4.8M | 3.42% |
17,974
+2,684
|
|
||
|
CELG
6
DELISTED
Celgene Corp
CELG
| $4.2M | 2.99% |
40,275
-78
|
|
||
7
Apple
AAPL
$3.99T
| $3.61M | 2.57% |
85,380
+18,744
|
|
||
8
Bio-Techne
TECH
$9.07B
| $3.6M | 2.57% |
111,280
|
|
||
|
WBA
9
DELISTED
Walgreens Boots Alliance
WBA
| $3.58M | 2.55% |
49,341
+780
|
|
||
|
10
Walt Disney
DIS
$199B
| $3.28M | 2.34% |
30,536
-8,854
|
|
||
11
Procter & Gamble
PG
$341B
| $2.94M | 2.09% |
31,955
-1,828
|
|
||
12
Medtronic
MDT
$116B
| $2.57M | 1.83% |
31,802
+11,293
|
|
||
13
JPMorgan Chase
JPM
$853B
| $2.52M | 1.79% |
23,521
+1,446
|
|
||
14
Marriott International
MAR
$75.4B
| $2.38M | 1.7% |
17,565
-15,751
|
|
||
15
Alphabet (Google) Class A
GOOGL
$3.44T
| $2.14M | 1.52% |
40,640
-380
|
|
||
16
Exxon Mobil
XOM
$483B
| $1.98M | 1.41% |
23,664
-1,120
|
|
||
17
General Mills
GIS
$24.5B
| $1.86M | 1.33% |
31,424
+20,908
|
|
||
18
United Parcel Service
UPS
$79.4B
| $1.83M | 1.3% |
15,375
-163
|
|
||
19
Graco
GGG
$13.5B
| $1.83M | 1.3% |
40,371
+34,071
|
|
||
20
Starbucks
SBUX
$93.5B
| $1.79M | 1.28% |
31,213
-6,564
|
|
||
21
McDonald's
MCD
$213B
| $1.73M | 1.23% |
10,050
+50
|
|
||
22
Home Depot
HD
$367B
| $1.73M | 1.23% |
9,117
-1,076
|
|
||
|
23
AT&T
T
$175B
| $1.6M | 1.14% |
54,366
+32,255
|
|
||
24
Gilead Sciences
GILD
$153B
| $1.56M | 1.11% |
21,849
-12,534
|
|
||
25
Philip Morris
PM
$233B
| $1.49M | 1.06% |
14,070
-2,000
|
|