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AIM

Aigen Investment Management Portfolio holdings

AUM $389M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
-3.89%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$59.7M
Cap. Flow
+$86.6M
Cap. Flow %
13.81%
Top 10 Hldgs %
8.76%
Holding
1,093
New
396
Increased
182
Reduced
149
Closed
366

Top Buys

Rank Stock Value
1
USB icon
US Bancorp
USB
+$7.36M
2
BSX icon
Boston Scientific
BSX
+$6.53M
3
AON icon
Aon
AON
+$5.83M
4
AMAT icon
Applied Materials
AMAT
+$5.65M
5
PNC icon
PNC Financial Services
PNC
+$4.69M

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$6.12M
2
RL icon
Ralph Lauren
RL
+$5.45M
3
MDT icon
Medtronic
MDT
+$5.44M
4
MSI icon
Motorola Solutions
MSI
+$4.42M
5
GD icon
General Dynamics
GD
+$4.35M

Sector Composition

Rank Sector Weight
1 Technology 15.65%
2 Financials 15.11%
3 Industrials 13.25%
4 Consumer Discretionary 13.21%
5 Healthcare 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNPR
226
DELISTED
Juniper Networks
JNPR
$845K 0.13%
+23,356
New +$855K
TAC icon
227
TransAlta
TAC
$3.88B
$844K 0.13%
+62,823
New +$696K
TTC icon
228
Toro Company
TTC
$9.38B
$843K 0.13%
11,586
+5,528
+91% +$437K
AER icon
229
AerCap
AER
$23.6B
$841K 0.13%
+8,229
New +$814K
FICO icon
230
Fair Isaac
FICO
$22.6B
$839K 0.13%
+455
New +$843K
EFOR
231
Everforth Inc
EFOR
$1.34B
$838K 0.13%
+13,304
New +$1.02M
HBAN icon
232
Huntington Bancshares
HBAN
$35.4B
$832K 0.13%
55,406
+19,783
+56% +$319K
FLS icon
233
Flowserve
FLS
$10.1B
$829K 0.13%
+16,976
New +$964K
EXPO icon
234
Exponent
EXPO
$3.26B
$825K 0.13%
+10,182
New +$887K
IEX icon
235
IDEX
IEX
$17.2B
$825K 0.13%
+4,559
New +$908K
BF.B icon
236
Brown-Forman Class B
BF.B
$12.9B
$820K 0.13%
24,170
+10,675
+79% +$360K
AKRO
237
DELISTED
Akero Therapeutics
AKRO
$820K 0.13%
+20,253
New +$858K
FE icon
238
FirstEnergy
FE
$27.1B
$817K 0.13%
+20,217
New +$805K
GFL icon
239
GFL Environmental
GFL
$14.9B
$813K 0.13%
+11,971
New +$543K
RBRK icon
240
Rubrik
RBRK
$20.4B
$807K 0.13%
13,236
+9,327
+239% +$637K
WTW icon
241
Willis Towers Watson
WTW
$31.8B
$805K 0.13%
+2,381
New +$776K
HEI.A icon
242
HEICO Corp Class A
HEI.A
$37B
$804K 0.13%
3,810
+1,250
+49% +$242K
DOCS icon
243
Doximity
DOCS
$4.58B
$803K 0.13%
13,834
-966
-7% -$61K
LNC icon
244
Lincoln National
LNC
$8.71B
$798K 0.13%
22,221
+6,702
+43% +$238K
GPN icon
245
Global Payments
GPN
$22.7B
$794K 0.13%
+8,107
New +$848K
ERIE icon
246
Erie Indemnity
ERIE
$13.1B
$791K 0.13%
1,888
-397
-17% -$162K
CHWY icon
247
Chewy
CHWY
$9.29B
$791K 0.13%
+24,328
New +$873K
SOFI icon
248
SoFi Technologies
SOFI
$23.6B
$789K 0.13%
67,873
+49,797
+275% +$718K
NTNX icon
249
Nutanix
NTNX
$17.5B
$788K 0.13%
+11,288
New +$781K
ELS icon
250
Equity Lifestyle Properties
ELS
$12.5B
$786K 0.13%
11,781
+8,303
+239% +$554K
8 9
10
11 12

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PFPGI
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PG
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TCM
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HBWM
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DAM
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Aigen Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Aigen Investment Management held 1,093 positions worth $627M, up 11% from $567M the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.

Aigen Investment Management deployed $86.6M of net new capital in Q1 2025, opening 396 new positions and adding to 182 existing holdings. Its largest new stake was Boston Scientific: 64,812 shares worth $6.54M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Medtronic, an estimated $5.44M trimmed.

  • Aigen Investment Management's largest Q1 2025 buy was Boston Scientific: 64,812 shares worth $6.54M.
  • Aigen Investment Management added most to US Bancorp in Q1 2025, an estimated $7.36M increase.
  • Aigen Investment Management's biggest Q1 2025 reduction was Medtronic, cutting an estimated $5.44M.
  • Aigen Investment Management fully exited ConocoPhillips in Q1 2025, selling an estimated $6.12M.
  • Aigen Investment Management's ten largest holdings make up 8.8% of its $627M portfolio in Q1 2025.
  • Aigen Investment Management opened 396 new positions and closed 366 in Q1 2025.
  • Aigen Investment Management's portfolio value rose 11% quarter-over-quarter to $627M.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.