AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+3.44%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$677M
AUM Growth
-$50M
(-6.9%)
Cap. Flow
-$74M
Cap. Flow
% of AUM
-10.93%
Top 10 Holdings %
Top 10 Hldgs %
11.02%
Holding
1,031
New
439
Increased
126
Reduced
146
Closed
320
Top Buys
| 1 |
Apple
AAPL
|
$11.4M |
| 2 |
Kimberly-Clark
KMB
|
$8.5M |
| 3 |
SBA Communications
SBAC
|
$7.57M |
| 4 |
PG&E
PCG
|
$5.85M |
| 5 |
United Airlines
UAL
|
$5.73M |
Top Sells
| 1 |
Broadcom
AVGO
|
$19M |
| 2 |
Pfizer
PFE
|
$14.6M |
| 3 |
Dominion Energy
D
|
$13.4M |
| 4 |
Johnson & Johnson
JNJ
|
$12.9M |
| 5 |
Cadence Design Systems
CDNS
|
$10.5M |
Sector Composition
| 1 | Consumer Discretionary | 19.26% |
| 2 | Technology | 16.1% |
| 3 | Industrials | 11.65% |
| 4 | Financials | 11.01% |
| 5 | Healthcare | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
A.O. Smith
AOS
$10.3B
| $675K | 0.1% |
+9,278
| New | +$675K |
|
277
Trex
TREX
$6.93B
| $675K | 0.1% |
10,293
+5,603
| +119% | +$367K |
|
|
JKS
278
JinkoSolar
JKS
$1.32B
| $674K | 0.1% |
+15,178
| New | +$674K |
|
|
NAPA
279
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $673K | 0.1% |
+51,887
| New | +$673K |
|
280
Krystal Biotech
KRYS
$4.35B
| $672K | 0.1% |
+5,725
| New | +$672K |
|
281
Saic
SAIC
$4.92B
| $672K | 0.1% |
+5,975
| New | +$672K |
|
282
Medifast
MED
$149M
| $670K | 0.1% |
+7,269
| New | +$670K |
|
283
Infosys
INFY
$67.9B
| $661K | 0.1% |
+41,119
| New | +$661K |
|
284
Morgan Stanley
MS
$236B
| $660K | 0.1% |
+7,731
| New | +$660K |
|
285
Ionis Pharmaceuticals
IONS
$9.76B
| $657K | 0.1% |
+16,019
| New | +$657K |
|
286
DT Midstream
DTM
$10.7B
| $654K | 0.1% |
+13,196
| New | +$654K |
|
287
Arcellx
ACLX
$4.03B
| $650K | 0.1% |
+20,564
| New | +$650K |
|
288
ACV Auctions
ACVA
$2.03B
| $647K | 0.1% |
+37,456
| New | +$647K |
|
289
Cameco
CCJ
$33B
| $641K | 0.09% |
20,481
+9,521
| +87% | +$298K |
|
290
FIVE9
FIVN
$2.06B
| $639K | 0.09% |
+7,756
| New | +$639K |
|
291
Biogen
BIIB
$20.6B
| $638K | 0.09% |
+2,240
| New | +$638K |
|
292
Perion Network
PERI
$413M
| $634K | 0.09% |
+20,674
| New | +$634K |
|
|
SQSP
293
DELISTED
Squarespace, Inc.
SQSP
| $628K | 0.09% |
+19,911
| New | +$628K |
|
294
Arch Capital
ACGL
$34.1B
| $622K | 0.09% |
+8,314
| New | +$622K |
|
295
BioMarin Pharmaceuticals
BMRN
$11.1B
| $621K | 0.09% |
+7,170
| New | +$621K |
|
296
Paychex
PAYX
$48.7B
| $612K | 0.09% |
+5,474
| New | +$612K |
|
|
BRSL
297
Brightstar Lottery PLC
BRSL
$3.18B
| $611K | 0.09% |
+19,150
| New | +$611K |
|
298
Kohl's
KSS
$1.86B
| $607K | 0.09% |
+26,328
| New | +$607K |
|
299
T-Mobile US
TMUS
$284B
| $606K | 0.09% |
4,360
-28,372
| -87% | -$3.94M |
|
300
Cable One
CABO
$922M
| $601K | 0.09% |
915
+401
| +78% | +$263K |
|