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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
+4.34%
1 Year Est. Return
+17.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
99.45%
Top 10 Holdings %
Top 10 Hldgs %
54.23%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
US Bancorp
USB
|
+$15.7M |
| 2 |
Wells Fargo
WFC
|
+$8.75M |
| 3 |
Microsoft
MSFT
|
+$7.67M |
| 4 |
Apple
AAPL
|
+$5.14M |
| 5 |
CELG
Celgene Corp
CELG
|
+$4.93M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 26.29% |
| 2 | Technology | 18.95% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 8.54% |
| 5 | Consumer Staples | 8.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$340B
| $999K | 0.89% |
+11,124
| New | +$986K |
|
27
Halliburton
HAL
$29.6B
| $985K | 0.88% |
+20,014
| New | +$1.08M |
|
28
PNC Financial Services
PNC
$101B
| $942K | 0.84% |
+7,833
| New | +$959K |
|
29
McKesson
MCK
$94.1B
| $907K | 0.81% |
+6,119
| New | +$896K |
|
30
Donaldson
DCI
$10.4B
| $905K | 0.81% |
+19,880
| New | +$860K |
|
31
Walmart Inc
WMT
$905B
| $888K | 0.79% |
+36,942
| New | +$850K |
|
32
Home Depot
HD
$337B
| $882K | 0.79% |
+6,004
| New | +$852K |
|
33
KeyCorp
KEY
$25.1B
| $821K | 0.73% |
+46,200
| New | +$846K |
|
|
CBI
34
DELISTED
Chicago Bridge & Iron Nv
CBI
| $761K | 0.68% |
+24,735
| New | +$798K |
|
35
Newmont
NEM
$101B
| $758K | 0.68% |
+23,000
| New | +$803K |
|
36
Honeywell
HON
$70.6B
| $752K | 0.67% |
+6,663
| New | +$736K |
|
37
C.H. Robinson
CHRW
$23.5B
| $734K | 0.66% |
+9,500
| New | +$730K |
|
38
EOG Resources
EOG
$73.5B
| $718K | 0.64% |
+7,360
| New | +$734K |
|
39
TSMC
TSM
$2.18T
| $700K | 0.63% |
+21,329
| New | +$666K |
|
40
GE Aerospace
GE
$369B
| $673K | 0.6% |
+4,716
| New | +$683K |
|
41
Cognizant
CTSH
$20.4B
| $669K | 0.6% |
+11,232
| New | +$646K |
|
42
Lockheed Martin
LMT
$119B
| $653K | 0.58% |
+2,442
| New | +$640K |
|
43
Invesco
IVZ
$12.7B
| $647K | 0.58% |
+21,120
| New | +$660K |
|
44
Eli Lilly
LLY
$1.03T
| $646K | 0.58% |
+7,682
| New | +$615K |
|
45
Union Pacific
UNP
$171B
| $635K | 0.57% |
+5,997
| New | +$640K |
|
46
CVS Health
CVS
$135B
| $626K | 0.56% |
+7,977
| New | +$637K |
|
47
Cencora
COR
$58.8B
| $585K | 0.52% |
+6,615
| New | +$581K |
|
48
Kroger
KR
$36B
| $576K | 0.51% |
+19,544
| New | +$624K |
|
49
AT&T
T
$148B
| $553K | 0.49% |
+17,609
| New | +$554K |
|
50
Nike
NKE
$63.5B
| $550K | 0.49% |
+9,875
| New | +$546K |
|
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