AIM
Aigen Investment Management Portfolio holdings
AUM
$389M
1-Year Est. Return
16.92%
This Fund
S&P 500
1 Year Est. Return
+16.92%
AUM
$389M
AUM Growth
-$42.8M
(-9.9%)
Holding
834
Top Buys
| 1 | +$6.24M | |
| 2 | +$5.68M | |
| 3 | +$5.12M | |
| 4 |
Visa
V
|
+$4.63M |
| 5 |
Air Products & Chemicals
APD
|
+$4.36M |
Top Sells
| 1 | +$6.89M | |
| 2 | +$5.61M | |
| 3 | +$5.41M | |
| 4 |
Netflix
NFLX
|
+$5.28M |
| 5 |
KeyCorp
KEY
|
+$5.13M |
Sector Composition
| 1 | Financials | 17.7% |
| 2 | Technology | 15.29% |
| 3 | Consumer Discretionary | 14.91% |
| 4 | Industrials | 12.84% |
| 5 | Healthcare | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Home Depot
HD
$309B
| $6.19M | 1.59% |
18,821
+17,132
|
|
||
2
Sempra
SRE
$58B
| $6.03M | 1.55% |
+62,030
|
|
||
3
Huntington Bancshares
HBAN
$32.7B
| $5.19M | 1.33% |
331,610
+91,744
|
|
||
|
4
Air Products & Chemicals
APD
$62.5B
| $4.6M | 1.18% |
+15,829
|
|
||
|
5
Visa
V
$601B
| $4.55M | 1.17% |
15,048
+14,411
|
|
||
6
Capital One
COF
$116B
| $4.47M | 1.15% |
+24,495
|
|
||
7
FedEx
FDX
$79.1B
| $4.26M | 1.1% |
+11,974
|
|
||
8
Mastercard
MA
$427B
| $4.05M | 1.04% |
+8,114
|
|
||
9
Analog Devices
ADI
$204B
| $4.01M | 1.03% |
+12,595
|
|
||
10
Halliburton
HAL
$33.4B
| $3.84M | 0.99% |
+98,539
|
|
||
11
Elevance Health
ELV
$86.2B
| $3.8M | 0.98% |
+12,983
|
|
||
12
Booking.com
BKNG
$130B
| $3.75M | 0.96% |
+22,250
|
|
||
13
Intuitive Surgical
ISRG
$142B
| $3.57M | 0.92% |
7,747
+7,169
|
|
||
14
Thermo Fisher Scientific
TMO
$180B
| $3.44M | 0.88% |
+7,001
|
|
||
|
BNY
15
Bank of New York Mellon
BNY
$97.4B
| $3.38M | 0.87% |
28,493
-943
|
|
||
16
State Street
STT
$44.4B
| $3.35M | 0.86% |
+26,445
|
|
||
17
GE Aerospace
GE
$335B
| $3.28M | 0.84% |
11,564
+1,223
|
|
||
18
Lockheed Martin
LMT
$118B
| $3.28M | 0.84% |
+5,421
|
|
||
19
Baker Hughes
BKR
$63.6B
| $3.25M | 0.83% |
+53,201
|
|
||
20
Marriott International
MAR
$99.5B
| $3.2M | 0.82% |
+9,798
|
|
||
21
J.M. Smucker
SJM
$10.6B
| $3.16M | 0.81% |
+32,720
|
|
||
22
Nu Holdings
NU
$58.5B
| $2.93M | 0.75% |
203,978
+182,419
|
|
||
23
ServiceNow
NOW
$129B
| $2.88M | 0.74% |
+27,569
|
|
||
24
Costco
COST
$419B
| $2.8M | 0.72% |
2,815
+92
|
|
||
25
McKesson
MCK
$88.5B
| $2.8M | 0.72% |
3,230
+1,967
|
|