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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
+2.2%
1 Year Est. Return
+17.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$125M
AUM Growth
+$13.6M
(+12%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
9.31%
Top 10 Holdings %
Top 10 Hldgs %
49.17%
Holding
88
New
11
Increased
37
Reduced
17
Closed
7
Top Buys
| 1 |
Procter & Gamble
PG
|
+$2M |
| 2 |
UnitedHealth
UNH
|
+$1.72M |
| 3 |
3M
MMM
|
+$1.61M |
| 4 |
Meta Platforms (Facebook)
META
|
+$993K |
| 5 |
Amazon
AMZN
|
+$779K |
Top Sells
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.63M |
| 2 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$761K |
| 3 |
Newmont
NEM
|
+$758K |
| 4 |
Chevron
CVX
|
+$681K |
| 5 |
KSU
Kansas City Southern
KSU
|
+$253K |
Sector Composition
| 1 | Financials | 25.08% |
| 2 | Healthcare | 17.88% |
| 3 | Technology | 17.72% |
| 4 | Consumer Staples | 9.89% |
| 5 | Industrials | 9.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Merck
MRK
$298B
| $1.28M | 1.02% |
20,989
+1,231
| +6% | +$74.9K |
|
27
Walmart Inc
WMT
$905B
| $1.2M | 0.95% |
47,409
+10,467
| +28% | +$266K |
|
28
Pfizer
PFE
$138B
| $1.15M | 0.91% |
36,000
+20,462
| +132% | +$645K |
|
29
Intel
INTC
$548B
| $1.09M | 0.87% |
32,369
-1,002
| -3% | -$35.9K |
|
30
Thermo Fisher Scientific
TMO
$199B
| $1.03M | 0.82% |
5,923
-750
| -11% | -$126K |
|
|
31
Meta Platforms (Facebook)
META
$1.67T
| $1.01M | 0.8% |
+6,679
| New | +$993K |
|
32
McKesson
MCK
$94B
| $1.01M | 0.8% |
6,119
| – | – |
|
33
Donaldson
DCI
$10.4B
| $905K | 0.72% |
19,880
| – | – |
|
34
PNC Financial Services
PNC
$101B
| $886K | 0.71% |
7,098
-735
| -9% | -$88.7K |
|
35
Halliburton
HAL
$29.4B
| $857K | 0.68% |
20,074
+60
| +0.3% | +$2.75K |
|
36
Honeywell
HON
$70.8B
| $856K | 0.68% |
7,106
+443
| +7% | +$52.3K |
|
|
37
Amazon
AMZN
$2.65T
| $790K | 0.63% |
+16,320
| New | +$779K |
|
38
KeyCorp
KEY
$25.1B
| $763K | 0.61% |
40,700
-5,500
| -12% | -$99.5K |
|
39
Invesco
IVZ
$12.7B
| $758K | 0.6% |
21,550
+430
| +2% | +$14K |
|
40
TSMC
TSM
$2.2T
| $754K | 0.6% |
21,579
+250
| +1% | +$8.64K |
|
41
Comcast
CMCSA
$83.8B
| $720K | 0.57% |
18,493
+6,776
| +58% | +$267K |
|
42
Union Pacific
UNP
$172B
| $714K | 0.57% |
6,557
+560
| +9% | +$61.1K |
|
43
EOG Resources
EOG
$73.4B
| $709K | 0.57% |
7,835
+475
| +6% | +$43.7K |
|
44
AT&T
T
$148B
| $696K | 0.55% |
24,428
+6,819
| +39% | +$201K |
|
45
Lockheed Martin
LMT
$119B
| $686K | 0.55% |
2,472
+30
| +1% | +$8.24K |
|
46
Cognizant
CTSH
$20.3B
| $667K | 0.53% |
10,042
-1,190
| -11% | -$75.6K |
|
47
C.H. Robinson
CHRW
$23.4B
| $652K | 0.52% |
9,500
| – | – |
|
48
Visa
V
$678B
| $649K | 0.52% |
6,924
+2,490
| +56% | +$231K |
|
49
Eli Lilly
LLY
$1.03T
| $640K | 0.51% |
7,782
+100
| +1% | +$8.16K |
|
50
ServiceNow
NOW
$109B
| $636K | 0.51% |
+30,000
| New | +$588K |
|
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