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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
+0.5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$432M
AUM Growth
-$214M
Cap. Flow
-$209M
Cap. Flow %
-48.29%
Top 10 Hldgs %
12.7%
Holding
1,042
New
278
Increased
92
Reduced
180
Closed
492

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$7.69M
2
PG icon
Procter & Gamble
PG
+$5.56M
3
IBN icon
ICICI Bank
IBN
+$4.7M
4
MSI icon
Motorola Solutions
MSI
+$4.61M
5
VEEV icon
Veeva Systems
VEEV
+$4.49M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.12M
2
HON icon
Honeywell
HON
+$7.09M
3
BSX icon
Boston Scientific
BSX
+$6.15M
4
NRG icon
NRG Energy
NRG
+$5.93M
5
SCHW
Charles Schwab
SCHW
+$5.45M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 16.68%
3 Industrials 14.02%
4 Consumer Discretionary 13.74%
5 Healthcare 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRIM icon
251
Primoris Services
PRIM
$4.45B
$484K 0.11%
+3,900
New +$509K
EME icon
252
Emcor
EME
$36B
$481K 0.11%
786
+42
+6% +$27.2K
ARW icon
253
Arrow Electronics
ARW
$10.4B
$479K 0.11%
+4,351
New +$494K
AMRX icon
254
Amneal Pharmaceuticals
AMRX
$5.79B
$475K 0.11%
37,674
+27,443
+268% +$314K
NCLH icon
255
Norwegian Cruise Line
NCLH
$8.84B
$461K 0.11%
20,669
-17,632
-46% -$372K
BY icon
256
Byline Bancorp
BY
$1.76B
$461K 0.11%
+15,825
New +$445K
EFOR
257
Everforth Inc
EFOR
$1.32B
$459K 0.11%
9,519
+3,000
+46% +$138K
MNDY icon
258
monday.com
MNDY
$3.94B
$455K 0.11%
3,083
+2,008
+187% +$338K
RVTY icon
259
Revvity
RVTY
$12.8B
$452K 0.1%
4,670
+2,224
+91% +$214K
DDS icon
260
Dillards
DDS
$9.56B
$451K 0.1%
+743
New +$468K
RELX icon
261
RELX
RELX
$62B
$450K 0.1%
+11,122
New +$475K
TT icon
262
Trane Technologies
TT
$106B
$446K 0.1%
1,146
+644
+128% +$266K
ESAB icon
263
ESAB
ESAB
$5.71B
$443K 0.1%
3,966
+1,163
+41% +$133K
UFPI icon
264
UFP Industries
UFPI
$5.19B
$442K 0.1%
+4,859
New +$445K
C icon
265
Citigroup
C
$226B
$441K 0.1%
3,780
-46,336
-92% -$4.81M
KLIC icon
266
Kulicke & Soffa
KLIC
$4.78B
$437K 0.1%
9,583
-12,864
-57% -$543K
CVE icon
267
Cenovus Energy
CVE
$52.1B
$436K 0.1%
+20,214
New +$351K
SFM icon
268
Sprouts Farmers Market
SFM
$8.01B
$432K 0.1%
5,427
-23,174
-81% -$2.08M
DAC icon
269
Danaos Corp
DAC
$2.56B
$432K 0.1%
4,584
+1,283
+39% +$118K
GD icon
270
General Dynamics
GD
$106B
$429K 0.1%
+1,275
New +$435K
IPAR icon
271
Interparfums
IPAR
$3.94B
$428K 0.1%
5,048
-2,398
-32% -$211K
TVTX icon
272
Travere Therapeutics
TVTX
$5.78B
$427K 0.1%
+11,183
New +$364K
TW icon
273
Tradeweb Markets
TW
$21.6B
$420K 0.1%
3,903
-17,380
-82% -$1.87M
CCJ icon
274
Cameco
CCJ
$42.4B
$420K 0.1%
3,720
-12,100
-76% -$1.09M
SNY icon
275
Sanofi
SNY
$104B
$416K 0.1%
8,590
-4,912
-36% -$243K
9 10
11
12 13

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WCM
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PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
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MA
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TCM
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HBWM
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Aigen Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Aigen Investment Management held 1,042 positions worth $432M, down 33% from $646M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Aigen Investment Management withdrew a net $209M in Q4 2025, closing 492 positions and reducing 180 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $7.12M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.

Against the trend, Aigen Investment Management opened a new position in Blackrock worth $7.53M.

  • Aigen Investment Management's largest Q4 2025 buy was Blackrock: 7,038 shares worth $7.53M.
  • Aigen Investment Management added most to ICICI Bank in Q4 2025, an estimated $4.7M increase.
  • Aigen Investment Management's biggest Q4 2025 reduction was Boston Scientific, cutting an estimated $6.15M.
  • Aigen Investment Management fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $7.12M.
  • Aigen Investment Management's ten largest holdings make up 13% of its $432M portfolio in Q4 2025.
  • Aigen Investment Management opened 278 new positions and closed 492 in Q4 2025.
  • Aigen Investment Management's portfolio value fell 33% quarter-over-quarter to $432M.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.