4IG
440 Investment Group Portfolio holdings
AUM
$140M
This Quarter Return
+4.34%
1 Year Return
+17.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.23%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
US Bancorp
USB
|
$15.2M |
| 2 |
Wells Fargo
WFC
|
$8.59M |
| 3 |
Microsoft
MSFT
|
$7.88M |
| 4 |
Apple
AAPL
|
$5.6M |
| 5 |
CELG
Celgene Corp
CELG
|
$5.13M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Colgate-Palmolive
CL
$68.2B
| $200K | 0.18% |
+2,731
| New | +$200K |
|
77
HP
HPQ
$27.1B
| $199K | 0.18% |
+11,138
| New | +$199K |
|