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4IG
440 Investment Group Portfolio holdings
AUM
$140M
1-Year Est. Return
17.09%
This Fund
S&P 500
This Quarter
Est. Return
+5.86%
1 Year Est. Return
+17.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$9.24M
(+7%)
Cap. Flow
+$3.16M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
42.15%
Holding
118
New
20
Increased
36
Reduced
35
Closed
8
Top Buys
| 1 |
UnitedHealth
UNH
|
+$2.17M |
| 2 |
Graco
GGG
|
+$1.47M |
| 3 |
General Mills
GIS
|
+$1.13M |
| 4 |
Amphenol
APH
|
+$1.06M |
| 5 |
Medtronic
MDT
|
+$904K |
Top Sells
| 1 |
Marriott International
MAR
|
+$1.93M |
| 2 |
PepsiCo
PEP
|
+$1.72M |
| 3 |
Intel
INTC
|
+$1.46M |
| 4 |
Gilead Sciences
GILD
|
+$952K |
| 5 |
Walt Disney
DIS
|
+$912K |
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 | |
|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$910B
| $1.41M | 1% |
42,807
-4,422
| -9% | -$135K |
|
27
Eaton
ETN
$159B
| $1.41M | 1% |
17,809
| – | – |
|
28
Vanguard S&P 500 ETF
VOO
$984B
| $1.23M | 0.87% |
5,000
| – | – |
|
29
Meta Platforms (Facebook)
META
$1.68T
| $1.2M | 0.85% |
6,779
| – | – |
|
30
WEC Energy
WEC
$37.6B
| $1.17M | 0.84% |
17,653
| – | – |
|
31
Thermo Fisher Scientific
TMO
$197B
| $1.15M | 0.82% |
6,067
+218
| +4% | +$41.8K |
|
32
Pfizer
PFE
$138B
| $1.12M | 0.8% |
32,628
+633
| +2% | +$21.6K |
|
33
ServiceNow
NOW
$111B
| $1.08M | 0.77% |
41,255
-2,915
| -7% | -$72.5K |
|
|
34
Amphenol
APH
$194B
| $1.05M | 0.75% |
+48,000
| New | +$1.06M |
|
35
Chevron
CVX
$362B
| $1.01M | 0.72% |
8,102
+2,482
| +44% | +$294K |
|
36
PNC Financial Services
PNC
$101B
| $991K | 0.71% |
6,866
-478
| -7% | -$66.1K |
|
37
Mastercard
MA
$479B
| $981K | 0.7% |
6,482
-177
| -3% | -$26.3K |
|
38
Donaldson
DCI
$10.4B
| $973K | 0.69% |
19,880
| – | – |
|
39
Nike
NKE
$63.9B
| $960K | 0.68% |
15,350
+5,089
| +50% | +$293K |
|
40
Johnson & Johnson
JNJ
$609B
| $956K | 0.68% |
6,839
+800
| +13% | +$111K |
|
41
McKesson
MCK
$94.2B
| $954K | 0.68% |
6,119
| – | – |
|
42
Lockheed Martin
LMT
$121B
| $932K | 0.66% |
2,903
+416
| +17% | +$131K |
|
43
Union Pacific
UNP
$172B
| $924K | 0.66% |
6,894
-434
| -6% | -$52.3K |
|
44
Amazon
AMZN
$2.64T
| $917K | 0.65% |
15,680
+2,000
| +15% | +$110K |
|
45
Eli Lilly
LLY
$1.03T
| $852K | 0.61% |
10,084
-84
| -0.8% | -$7.15K |
|
46
C.H. Robinson
CHRW
$23.5B
| $846K | 0.6% |
9,500
| – | – |
|
47
TSMC
TSM
$2.18T
| $837K | 0.6% |
21,101
+85
| +0.4% | +$3.44K |
|
48
Halliburton
HAL
$29.4B
| $828K | 0.59% |
16,935
-11,745
| -41% | -$518K |
|
49
EOG Resources
EOG
$73.4B
| $825K | 0.59% |
7,645
-194
| -2% | -$19.5K |
|
50
IBM
IBM
$205B
| $797K | 0.57% |
5,433
-1,464
| -21% | -$213K |
|
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