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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
BKH icon
276
Black Hills Corp
BKH
$5.62B
$672K 0.11%
11,086
+3,316
+43% +$196K
ACHC icon
277
Acadia Healthcare
ACHC
$2.96B
$671K 0.11%
22,146
+4,456
+25% +$170K
CLBT icon
278
Cellebrite
CLBT
$3.97B
$669K 0.11%
34,445
-18,150
-35% -$382K
AVPT icon
279
AvePoint
AVPT
$2.75B
$661K 0.11%
45,799
+6,621
+17% +$111K
EGO icon
280
Eldorado Gold
EGO
$10.2B
$659K 0.11%
+27,226
New +$409K
CTSH icon
281
Cognizant
CTSH
$26.3B
$653K 0.1%
+8,534
New +$695K
COTY icon
282
Coty
COTY
$2.51B
$652K 0.1%
119,144
+54,028
+83% +$338K
CAE icon
283
CAE Inc. Common Shares
CAE
$8.64B
$650K 0.1%
+18,364
New +$447K
ICLR icon
284
Icon
ICLR
$12.8B
$650K 0.1%
+3,712
New +$720K
DOO
285
Bombardier Recreational Products
DOO
$4.7B
$649K 0.1%
+13,350
New +$587K
SU icon
286
Suncor Energy
SU
$73.4B
$646K 0.1%
+16,686
New +$637K
VEEV icon
287
Veeva Systems
VEEV
$38.1B
$644K 0.1%
+2,781
New +$635K
FITB
288
Fifth Third Bancorp
FITB
$51.8B
$642K 0.1%
+16,372
New +$690K
PSN icon
289
Parsons
PSN
$4.93B
$641K 0.1%
10,825
+7,532
+229% +$545K
TFX icon
290
Teleflex
TFX
$5.89B
$640K 0.1%
4,632
+3,080
+198% +$499K
BLD
291
DELISTED
TopBuild
BLD
$640K 0.1%
+2,099
New +$672K
VRNA
292
DELISTED
Verona Pharma
VRNA
$638K 0.1%
+10,044
New +$601K
OTEX icon
293
Open Text
OTEX
$5.99B
$636K 0.1%
+17,509
New +$480K
HESM icon
294
Hess Midstream
HESM
$5.21B
$632K 0.1%
+14,942
New +$610K
RY icon
295
Royal Bank of Canada
RY
$293B
$632K 0.1%
+5,605
New +$660K
AMP icon
296
Ameriprise Financial
AMP
$49.2B
$630K 0.1%
+1,301
New +$682K
AVY icon
297
Avery Dennison
AVY
$13.5B
$628K 0.1%
3,530
+355
+11% +$65.3K
TPH
298
DELISTED
Tri Pointe Homes
TPH
$627K 0.1%
19,651
-2,249
-10% -$76.8K
CARR icon
299
Carrier Global
CARR
$52.3B
$625K 0.1%
9,865
-22,048
-69% -$1.46M
BAM icon
300
Brookfield Asset Management
BAM
$84.4B
$621K 0.1%
8,918
+4,893
+122% +$267K
10 11
12
13 14

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WCM
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PFPGI
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PG
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SI
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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.