AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+4.38%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$727M
AUM Growth
+$19.9M
(+2.8%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
14.88%
Holding
884
New
380
Increased
99
Reduced
113
Closed
292
Top Buys
| 1 |
Broadcom
AVGO
|
+$14.7M |
| 2 |
Pfizer
PFE
|
+$14.6M |
| 3 |
Johnson & Johnson
JNJ
|
+$12.9M |
| 4 |
Cadence Design Systems
CDNS
|
+$9.82M |
| 5 |
CVS Health
CVS
|
+$8.29M |
Top Sells
| 1 |
Deere & Co
DE
|
+$10.9M |
| 2 |
Cencora
COR
|
+$10M |
| 3 |
Schlumberger
SLB
|
+$9.79M |
| 4 |
TJX Companies
TJX
|
+$9.35M |
| 5 |
Pinduoduo
PDD
|
+$8.94M |
Sector Composition
| 1 | Consumer Discretionary | 20.23% |
| 2 | Technology | 15.86% |
| 3 | Healthcare | 14.65% |
| 4 | Financials | 11.59% |
| 5 | Industrials | 11.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Middleby
MIDD
$7.19B
| $611K | 0.08% |
+4,168
| New | +$611K |
|
277
Huazhu Hotels Group
HTHT
$11.7B
| $607K | 0.08% |
+12,399
| New | +$607K |
|
278
Hexcel
HXL
$5.12B
| $599K | 0.08% |
+8,779
| New | +$599K |
|
279
Marathon Petroleum
MPC
$55.1B
| $599K | 0.08% |
+4,439
| New | +$599K |
|
280
Texas Instruments
TXN
$169B
| $597K | 0.08% |
3,207
-3,816
| -54% | -$710K |
|
281
Corteva
CTVA
$49.5B
| $596K | 0.08% |
9,881
-67,542
| -87% | -$4.07M |
|
282
Carrier Global
CARR
$55.8B
| $588K | 0.08% |
+12,862
| New | +$588K |
|
283
Viavi Solutions
VIAV
$2.59B
| $585K | 0.08% |
+54,020
| New | +$585K |
|
284
HDFC Bank
HDB
$181B
| $584K | 0.08% |
8,765
-24,395
| -74% | -$1.63M |
|
285
United Bankshares
UBSI
$5.41B
| $579K | 0.08% |
16,440
-30,519
| -65% | -$1.07M |
|
286
BOK Financial
BOKF
$7.18B
| $568K | 0.08% |
+6,734
| New | +$568K |
|
287
Okta
OKTA
$16.3B
| $566K | 0.08% |
+6,563
| New | +$566K |
|
288
AtriCure
ATRC
$1.79B
| $566K | 0.08% |
+13,645
| New | +$566K |
|
289
Avista
AVA
$2.93B
| $565K | 0.08% |
+13,315
| New | +$565K |
|
290
Synopsys
SNPS
$113B
| $558K | 0.08% |
1,445
+792
| +121% | +$306K |
|
291
National Fuel Gas
NFG
$7.71B
| $556K | 0.08% |
9,622
+6,420
| +200% | +$371K |
|
292
Bilibili
BILI
$9.31B
| $550K | 0.08% |
+23,388
| New | +$550K |
|
293
Revvity
RVTY
$10B
| $545K | 0.08% |
+4,091
| New | +$545K |
|
294
Stewart Information Services
STC
$2.1B
| $544K | 0.07% |
13,486
+8,473
| +169% | +$342K |
|
295
Sealed Air
SEE
$4.86B
| $544K | 0.07% |
+11,852
| New | +$544K |
|
296
Allison Transmission
ALSN
$7.52B
| $544K | 0.07% |
+12,015
| New | +$544K |
|
297
Simpson Manufacturing
SSD
$8.14B
| $540K | 0.07% |
4,929
-5,337
| -52% | -$585K |
|
298
Nasdaq
NDAQ
$54.5B
| $532K | 0.07% |
+9,738
| New | +$532K |
|
299
Transocean
RIG
$2.98B
| $530K | 0.07% |
83,365
-55,217
| -40% | -$351K |
|
300
Avery Dennison
AVY
$13.1B
| $530K | 0.07% |
2,960
+5
| +0.2% | +$895 |
|