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 | |
|---|---|---|---|---|---|---|
1
US Bancorp
USB
$72.8B
| $15.3M | 11.66% |
285,500
-9,100
|
|
||
2
3M
MMM
$87B
| $6.57M | 5.01% |
37,434
+20,234
|
|
||
|
CELG
3
DELISTED
Celgene Corp
CELG
| $5.88M | 4.48% |
40,353
-129
|
|
||
|
4
UnitedHealth
UNH
$291B
| $5.13M | 3.91% |
26,200
+13,815
|
|
||
5
Microsoft
MSFT
$3.69T
| $4.23M | 3.22% |
56,742
-67,252
|
|
||
6
Walt Disney
DIS
$199B
| $3.88M | 2.96% |
39,390
+7,663
|
|
||
|
7
SPDR S&P 500 ETF Trust
SPY
$666B
| $3.84M | 2.93% |
15,290
+5,929
|
|
||
|
WBA
8
DELISTED
Walgreens Boots Alliance
WBA
| $3.75M | 2.86% |
48,561
+237
|
|
||
9
Marriott International
MAR
$75.4B
| $3.67M | 2.8% |
+33,316
|
|
||
10
Bio-Techne
TECH
$9.07B
| $3.36M | 2.56% |
+111,280
|
|
||
11
Procter & Gamble
PG
$341B
| $3.07M | 2.34% |
33,783
|
|
||
12
Gilead Sciences
GILD
$153B
| $2.79M | 2.12% |
34,383
+8,688
|
|
||
13
Apple
AAPL
$3.99T
| $2.57M | 1.96% |
66,636
-95,544
|
|
||
14
JPMorgan Chase
JPM
$853B
| $2.11M | 1.61% |
22,075
+1,078
|
|
||
15
Exxon Mobil
XOM
$483B
| $2.03M | 1.55% |
24,784
+6,310
|
|
||
16
Starbucks
SBUX
$93.5B
| $2.03M | 1.55% |
37,777
+739
|
|
||
17
Alphabet (Google) Class A
GOOGL
$3.44T
| $2M | 1.52% |
41,020
-180
|
|
||
18
United Parcel Service
UPS
$79.4B
| $1.87M | 1.42% |
15,538
-7,261
|
|
||
19
Philip Morris
PM
$233B
| $1.78M | 1.36% |
16,070
+11,620
|
|
||
20
PepsiCo
PEP
$194B
| $1.72M | 1.31% |
15,421
-8,307
|
|
||
21
Home Depot
HD
$367B
| $1.67M | 1.27% |
10,193
+1,692
|
|
||
22
Medtronic
MDT
$116B
| $1.59M | 1.22% |
20,509
+15,030
|
|
||
23
McDonald's
MCD
$213B
| $1.57M | 1.19% |
10,000
-12,235
|
|
||
24
Intel
INTC
$178B
| $1.46M | 1.11% |
38,369
+6,000
|
|
||
|
SGEN
25
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.39M | 1.06% |
+25,480
|
|