4IG

440 Investment Group Portfolio holdings

AUM $140M
1-Year Est. Return 17.09%
This Quarter Est. Return
1 Year Est. Return
+17.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.54M
3
+$1.24M
4
APH icon
Amphenol
APH
+$1.05M
5
T icon
AT&T
T
+$947K

Top Sells

1
+$2.14M
2
+$1.72M
3
+$1.46M
4
DIS icon
Walt Disney
DIS
+$952K
5
HON icon
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
WMT icon
26
Walmart
WMT
$818B
$1.41M 1%
42,807
-4,422
ETN icon
27
Eaton
ETN
$145B
$1.41M 1%
17,809
VOO icon
28
Vanguard S&P 500 ETF
VOO
$764B
$1.23M 0.87%
5,000
META icon
29
Meta Platforms (Facebook)
META
$1.57T
$1.2M 0.85%
6,779
WEC icon
30
WEC Energy
WEC
$36.7B
$1.17M 0.84%
17,653
TMO icon
31
Thermo Fisher Scientific
TMO
$215B
$1.15M 0.82%
6,067
+218
PFE icon
32
Pfizer
PFE
$139B
$1.12M 0.8%
32,628
+633
NOW icon
33
ServiceNow
NOW
$179B
$1.08M 0.77%
8,251
-583
APH icon
34
Amphenol
APH
$170B
$1.05M 0.75%
+48,000
CVX icon
35
Chevron
CVX
$310B
$1.01M 0.72%
8,102
+2,482
PNC icon
36
PNC Financial Services
PNC
$72.2B
$991K 0.71%
6,866
-478
MA icon
37
Mastercard
MA
$496B
$981K 0.7%
6,482
-177
DCI icon
38
Donaldson
DCI
$10.1B
$973K 0.69%
19,880
NKE icon
39
Nike
NKE
$90.3B
$960K 0.68%
15,350
+5,089
JNJ icon
40
Johnson & Johnson
JNJ
$450B
$956K 0.68%
6,839
+800
MCK icon
41
McKesson
MCK
$105B
$954K 0.68%
6,119
LMT icon
42
Lockheed Martin
LMT
$106B
$932K 0.66%
2,903
+416
UNP icon
43
Union Pacific
UNP
$131B
$924K 0.66%
6,894
-434
AMZN icon
44
Amazon
AMZN
$2.61T
$917K 0.65%
15,680
+2,000
LLY icon
45
Eli Lilly
LLY
$827B
$852K 0.61%
10,084
-84
CHRW icon
46
C.H. Robinson
CHRW
$17.7B
$846K 0.6%
9,500
TSM icon
47
TSMC
TSM
$1.49T
$837K 0.6%
21,101
+85
HAL icon
48
Halliburton
HAL
$23.2B
$828K 0.59%
16,935
-11,745
EOG icon
49
EOG Resources
EOG
$57.6B
$825K 0.59%
7,645
-194
IBM icon
50
IBM
IBM
$286B
$797K 0.57%
5,433
-1,464
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