AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+4.02%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.11B
(+213%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
67.67%
Top 10 Holdings %
Top 10 Hldgs %
9.49%
Holding
1,234
New
784
Increased
123
Reduced
114
Closed
213
Top Buys
| 1 |
Microsoft
MSFT
|
$23.5M |
| 2 |
Procter & Gamble
PG
|
$19.6M |
| 3 |
Amazon
AMZN
|
$17.6M |
| 4 |
Meta Platforms (Facebook)
META
|
$17M |
| 5 |
AbbVie
ABBV
|
$13.7M |
Top Sells
| 1 |
Hormel Foods
HRL
|
$12.3M |
| 2 |
T-Mobile US
TMUS
|
$8.64M |
| 3 |
BHP
BHP
|
$6.43M |
| 4 |
Carrier Global
CARR
|
$5.97M |
| 5 |
Trimble
TRMB
|
$5.11M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Consumer Discretionary | 18.36% |
| 3 | Consumer Staples | 10.2% |
| 4 | Healthcare | 9.86% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
NextEra Energy, Inc.
NEE
$146B
| $1.93M | 0.12% |
21,403
-38,239
| -64% | -$3.44M |
|
227
Chewy
CHWY
$17.5B
| $1.91M | 0.12% |
+33,716
| New | +$1.91M |
|
228
Bristol-Myers Squibb
BMY
$96B
| $1.91M | 0.12% |
+32,921
| New | +$1.91M |
|
229
NetApp
NTAP
$23.7B
| $1.9M | 0.12% |
+20,616
| New | +$1.9M |
|
230
Uber
UBER
$190B
| $1.9M | 0.12% |
+49,896
| New | +$1.9M |
|
231
Occidental Petroleum
OXY
$45.2B
| $1.89M | 0.12% |
64,781
+22,548
| +53% | +$659K |
|
232
Alliant Energy
LNT
$16.6B
| $1.89M | 0.12% |
+31,853
| New | +$1.89M |
|
|
CERN
233
DELISTED
Cerner Corp
CERN
| $1.88M | 0.12% |
22,070
-11,102
| -33% | -$943K |
|
234
Qualcomm
QCOM
$172B
| $1.87M | 0.11% |
10,170
+8,618
| +555% | +$1.58M |
|
235
Atlassian
TEAM
$45.2B
| $1.87M | 0.11% |
+5,304
| New | +$1.87M |
|
236
Charles Schwab
SCHW
$167B
| $1.87M | 0.11% |
22,085
+13,055
| +145% | +$1.1M |
|
237
Motorola Solutions
MSI
$79.8B
| $1.86M | 0.11% |
+7,086
| New | +$1.86M |
|
238
AutoZone
AZO
$70.6B
| $1.85M | 0.11% |
+926
| New | +$1.85M |
|
239
Williams-Sonoma
WSM
$24.7B
| $1.83M | 0.11% |
+21,582
| New | +$1.83M |
|
240
Eli Lilly
LLY
$652B
| $1.83M | 0.11% |
+6,837
| New | +$1.83M |
|
241
Ross Stores
ROST
$49.4B
| $1.82M | 0.11% |
+16,216
| New | +$1.82M |
|
242
Bank of New York Mellon
BK
$73.1B
| $1.81M | 0.11% |
+31,076
| New | +$1.81M |
|
243
VICI Properties
VICI
$35.8B
| $1.8M | 0.11% |
+63,332
| New | +$1.8M |
|
244
XPeng
XPEV
$18.9B
| $1.79M | 0.11% |
+39,400
| New | +$1.79M |
|
245
Foot Locker
FL
$2.29B
| $1.79M | 0.11% |
42,117
+33,569
| +393% | +$1.42M |
|
246
Fastly
FSLY
$1.1B
| $1.78M | 0.11% |
44,598
+25,015
| +128% | +$999K |
|
247
Aflac
AFL
$57.2B
| $1.78M | 0.11% |
+32,399
| New | +$1.78M |
|
248
Intercontinental Exchange
ICE
$99.8B
| $1.75M | 0.11% |
+13,036
| New | +$1.75M |
|
249
Ulta Beauty
ULTA
$23.1B
| $1.75M | 0.11% |
+4,599
| New | +$1.75M |
|
250
FuelCell Energy
FCEL
$92.3M
| $1.75M | 0.11% |
+8,935
| New | +$1.75M |
|