4IG
440 Investment Group Portfolio holdings
AUM
$140M
1-Year Est. Return
17.09%
1 Year Est. Return
+17.09%
AUM
$131M
AUM Growth
+$5.77M
(+4.6%)
Holding
102
Top Buys
| 1 | +$3.67M | |
| 2 | +$3.55M | |
| 3 | +$3.36M | |
| 4 |
UnitedHealth
UNH
|
+$2.71M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.49M |
Top Sells
| 1 | +$8.49M | |
| 2 | +$5.01M | |
| 3 | +$3.68M | |
| 4 |
IBM
IBM
|
+$2.76M |
| 5 |
Coca-Cola
KO
|
+$2.67M |
Sector Composition
| 1 | Healthcare | 23.37% |
| 2 | Financials | 18.77% |
| 3 | Industrials | 13.11% |
| 4 | Technology | 11.24% |
| 5 | Consumer Discretionary | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Eaton
ETN
$145B
| $1.37M | 1.04% |
+17,809
|
|
||
27
Halliburton
HAL
$23.2B
| $1.32M | 1.01% |
28,680
+8,606
|
|
||
28
Walmart
WMT
$818B
| $1.23M | 0.94% |
47,229
-180
|
|
||
29
GE Aerospace
GE
$324B
| $1.17M | 0.89% |
10,049
-230
|
|
||
30
Meta Platforms (Facebook)
META
$1.57T
| $1.16M | 0.88% |
6,779
+100
|
|
||
31
Vanguard S&P 500 ETF
VOO
$764B
| $1.15M | 0.88% |
+5,000
|
|
||
32
WEC Energy
WEC
$36.7B
| $1.11M | 0.84% |
+17,653
|
|
||
33
Thermo Fisher Scientific
TMO
$215B
| $1.11M | 0.84% |
5,849
-74
|
|
||
34
Pfizer
PFE
$139B
| $1.08M | 0.83% |
31,995
-4,005
|
|
||
35
ServiceNow
NOW
$179B
| $1.04M | 0.79% |
8,834
+2,834
|
|
||
36
Fidelity National Financial
FNF
$15.5B
| $1.01M | 0.77% |
+30,698
|
|
||
37
PNC Financial Services
PNC
$72.2B
| $990K | 0.75% |
7,344
+246
|
|
||
|
38
IBM
IBM
$286B
| $957K | 0.73% |
6,897
-19,884
|
|
||
39
Mastercard
MA
$496B
| $940K | 0.72% |
6,659
-7,650
|
|
||
40
McKesson
MCK
$105B
| $940K | 0.72% |
6,119
|
|
||
41
Donaldson
DCI
$10.1B
| $913K | 0.7% |
19,880
|
|
||
42
Honeywell
HON
$123B
| $910K | 0.69% |
6,697
|
|
||
43
Eli Lilly
LLY
$827B
| $870K | 0.66% |
10,168
+2,386
|
|
||
44
Union Pacific
UNP
$131B
| $850K | 0.65% |
7,328
+771
|
|
||
45
TSMC
TSM
$1.49T
| $789K | 0.6% |
21,016
-563
|
|
||
46
Johnson & Johnson
JNJ
$450B
| $785K | 0.6% |
6,039
-7,300
|
|
||
47
Lockheed Martin
LMT
$106B
| $772K | 0.59% |
2,487
+15
|
|
||
48
EOG Resources
EOG
$57.6B
| $758K | 0.58% |
7,839
+4
|
|
||
49
KeyCorp
KEY
$19.8B
| $754K | 0.57% |
40,065
-635
|
|
||
50
Invesco
IVZ
$10.4B
| $752K | 0.57% |
21,475
-75
|
|