CIK: 0001473174
申报总市值
US$1.4亿
申报季度: 2017-12-31 · 持股只数: 110
440 INVESTMENT GROUP, LLC在最新一期 13F 报告中披露了 110 项持股，申报期为 2017-12-31，总持股市值约为 US$1.4亿，季度换手率为 28.5%。
440 Investment Group, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.029——换算下来相当于约 34 个等权重仓位，明显低于其实际披露的 110 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.50），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 46%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 UNH
+39.1% US$290.6万
减仓 CELG
-0.2% -US$168.1万
加仓 GGG
+1822.4% US$156.6万
减仓 MAR
-47.3% -US$128.9万
减仓 GILD
-36.5% -US$122.1万
加仓 GIS
+198.8% US$131.9万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USB | US Bancorp | 股票-金融 | 10.90% | — | +0.11% | |
| 2 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 5.72% | +1.81% | +39.14% | |
| 3 | MMM | 3m Co | 股票-工业 | 5.59% | +0.58% | +6.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | +0.28% | +1.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.42% | +0.49% | +17.55% | |
| 6 | CELG | Celgene CORP | 股票-其他 | 2.99% | -1.49% | -0.19% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.57% | +0.61% | +28.13% | |
| 8 | TECH | Bio-techne CORP | 股票-医疗保健 | 2.57% | +0.01% | — | |
| 9 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 2.55% | — | +1.61% | |
| 10 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.34% | -0.62% | -22.48% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.09% | — | -5.41% | |
| 12 | MDT | Medtronic plc | 股票-医疗保健 | 1.83% | +0.61% | +55.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | +0.18% | +6.55% | |
| 14 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.70% | -1.10% | -47.28% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | — | -0.93% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.41% | — | -4.52% | |
| 17 | GIS | General Mills INC | 股票-非周期性消费 | 1.33% | +0.92% | +198.82% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 1.30% | — | -1.05% | |
| 19 | GGG | Graco INC | 股票-工业 | 1.30% | +1.10% | +1822.43% | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.28% | -0.27% | -17.38% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.23% | — | +0.50% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.23% | — | -10.56% | |
| 23 | T | At&t INC | 股票-通信服务 | 1.14% | +0.64% | +145.88% | |
| 24 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.11% | -1.01% | -36.45% | |
| 25 | PM | Philip Morris International | 股票-非周期性消费 | 1.06% | -0.30% | -12.45% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 1.00% | — | -9.36% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 1.00% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | — | — | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | — | — | |
| 30 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.84% | — | — | |
| 31 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.82% | — | +3.73% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.80% | — | +1.98% | |
| 33 | NOW | Servicenow INC | 股票-科技 | 0.77% | — | -6.60% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.75% | +0.75% | NEW | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.72% | +0.22% | +44.16% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.71% | — | -6.51% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.70% | — | -2.66% | |
| 38 | DCI | Donaldson Co INC | 股票-工业 | 0.69% | — | — | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.68% | +0.27% | +49.60% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | — | +13.25% | |
| 41 | MCK | Mckesson CORP | 股票-医疗保健 | 0.68% | — | — | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.66% | — | +16.73% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | — | -5.92% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | +0.15% | +14.62% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | — | -0.83% | |
| 46 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.60% | — | — | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.60% | — | +0.40% | |
| 48 | HAL | Halliburton Co | 股票-能源 | 0.59% | -0.42% | -40.95% | |
| 49 | EOG | Eog Resources INC | 股票-能源 | 0.59% | — | -2.47% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | — | -21.23% |
可定价持仓数据尚不足以计算表现
440 Investment Group, LLC 在 2017-12-31 最显著的持仓异动： 清仓: Pepsico INC (PEP); 清仓: Intel CORP (INTC); 新建仓: Amphenol Corp-cl A (APH); 清仓: Honeywell International INC (HON); 新建仓: Fifth Third Bancorp (FITB).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group INC | +1.8% | +39.14% | 加仓 |
| 2 | GGG | Graco INC | +1.1% | +1822.43% | 加仓 |
| 3 | GIS | General Mills INC | +0.9% | +198.82% | 加仓 |
| 4 | T | At&t INC | +0.6% | +145.88% | 加仓 |
| 5 | AAPL | Apple INC | +0.6% | +28.13% | 加仓 |
| 6 | MDT | Medtronic plc | +0.6% | +55.06% | 加仓 |
| 7 | MMM | 3m Co | +0.6% | +6.61% | 加仓 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +17.55% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.3% | +1.24% | 加仓 |
| 10 | NKE | Nike INC -cl B | +0.3% | +49.60% | 加仓 |
| 11 | CVX | Chevron CORP | +0.2% | +44.16% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +6.55% | 加仓 |
| 13 | AMZN | Amazon.com INC | +0.2% | +14.62% | 加仓 |
| 14 | BP | Bp Plc-spons Adr | +0.1% | +41.84% | 加仓 |
| 15 | TECH | Bio-techne CORP | 0% | — | 不变 |
| 16 | TTC | Toro Co | -0.3% | -44.55% | 减仓 |
| 17 | SBUX | Starbucks CORP | -0.3% | -17.38% | 减仓 |
| 18 | PM | Philip Morris International | -0.3% | -12.45% | 减仓 |
| 19 | FNF | Fidelity National Financial | -0.4% | -29.62% | 减仓 |
| 20 | HAL | Halliburton Co | -0.4% | -40.95% | 减仓 |
| 21 | SGENEUR | Seagen INC | -0.6% | -50.04% | 减仓 |
| 22 | AEP | American Electric Power Company, Inc. | -0.6% | -54.68% | 减仓 |
| 23 | DIS | Walt Disney Co/the | -0.6% | -22.48% | 减仓 |
| 24 | GILD | Gilead Sciences INC | -1% | -36.45% | 减仓 |
| 25 | MAR | Marriott International -cl A | -1.1% | -47.28% | 减仓 |
| 26 | CELG | Celgene CORP | -1.5% | -0.19% | 减仓 |
| 27 | PEP | Pepsico INC | — | EXIT | 清仓 |
| 28 | INTC | Intel CORP | — | EXIT | 清仓 |
| 29 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 30 | HON | Honeywell International INC | — | EXIT | 清仓 |
| 31 | FITB | Fifth Third Bancorp | — | NEW | 新建仓 |
| 32 | SYY | Sysco CORP | — | NEW | 新建仓 |
| 33 | SCHX | Schwab US Large-cap ETF | — | NEW | 新建仓 |
| 34 | AMGN | Amgen INC | — | NEW | 新建仓 |
| 35 | BAC | Bank Of America CORP | — | NEW | 新建仓 |
| 36 | LRCXEUR | Lam Research CORP | — | EXIT | 清仓 |
| 37 | WMB | Williams Cos INC | — | EXIT | 清仓 |
| 38 | ✓ | — | NEW | 新建仓 | |
| 39 | CAT | Caterpillar INC | — | NEW | 新建仓 |
| 40 | VZ | Verizon Communications INC | — | NEW | 新建仓 |
| 41 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建仓 |
| 42 | COP | Conocophillips | — | NEW | 新建仓 |
| 43 | BKIEUR | Black Knight INC | — | NEW | 新建仓 |
| 44 | DD | DuPont de Nemours, Inc. | — | NEW | 新建仓 |
| 45 | BKNG | Booking Hldgs INC | — | EXIT | 清仓 |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | 新建仓 |
| 47 | QCOM | Qualcomm INC | — | EXIT | 清仓 |
| 48 | TSLA | Tesla INC | — | NEW | 新建仓 |
| 49 | GD | General Dynamics CORP | — | NEW | 新建仓 |
| 50 | EEM | Ishares Msci Emerging Market | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2017-12-31 | 2018-01-16 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-10-16 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-02 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-05-15 | 13F-HR | 在 EDGAR 上查看 |
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