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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
+5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$604M
AUM Growth
–
Cap. Flow
+$591M
Cap. Flow
% of AUM
97.94%
Top 10 Holdings %
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$10.3M |
| 2 |
Zoetis
ZTS
|
+$9.81M |
| 3 |
Johnson Controls International
JCI
|
+$7.88M |
| 4 |
Restaurant Brands International
QSR
|
+$7.62M |
| 5 |
FirstEnergy
FE
|
+$7.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.16% |
| 2 | Consumer Discretionary | 13.68% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 11.56% |
| 5 | Technology | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Takeda Pharmaceutical
TAK
$55.7B
| $480K | 0.08% |
+24,328
| New | +$465K |
|
327
FTI Consulting
FCN
$4.18B
| $479K | 0.08% |
+4,326
| New | +$473K |
|
|
CLDT
328
Chatham Lodging
CLDT
$586M
| $478K | 0.08% |
+26,090
| New | +$470K |
|
|
KDMN
329
DELISTED
Kadmon Holdings, Inc.
KDMN
| $478K | 0.08% |
+105,458
| New | +$386K |
|
330
TechTarget
TTGT
$278M
| $477K | 0.08% |
+18,262
| New | +$463K |
|
331
UGI
UGI
$7.33B
| $475K | 0.08% |
+10,511
| New | +$482K |
|
332
CarGurus
CARG
$3.47B
| $474K | 0.08% |
+13,475
| New | +$476K |
|
333
Innovative Industrial Properties
IIPR
$1.72B
| $474K | 0.08% |
+6,250
| New | +$485K |
|
334
American Eagle Outfitters
AEO
$3.01B
| $473K | 0.08% |
+32,198
| New | +$491K |
|
|
MNTA
335
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $473K | 0.08% |
+23,949
| New | +$383K |
|
|
NVEE
336
DELISTED
NV5 Global
NVEE
| $472K | 0.08% |
+37,412
| New | +$545K |
|
|
ZGNX
337
DELISTED
Zogenix, Inc.
ZGNX
| $469K | 0.08% |
+9,002
| New | +$412K |
|
338
Peabody Energy
BTU
$2.9B
| $468K | 0.08% |
+51,347
| New | +$590K |
|
339
ATI
ATI
$31B
| $464K | 0.08% |
+22,458
| New | +$487K |
|
|
ZUO
340
DELISTED
Zuora, Inc.
ZUO
| $459K | 0.08% |
+32,010
| New | +$469K |
|
|
ABTX
341
DELISTED
Allegiance Bancshares
ABTX
| $459K | 0.08% |
+12,211
| New | +$430K |
|
|
ARNA
342
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $457K | 0.08% |
+10,061
| New | +$476K |
|
|
KEM
343
DELISTED
KEMET Corporation
KEM
| $454K | 0.08% |
+16,791
| New | +$408K |
|
344
Cato Corp
CATO
$66.1M
| $453K | 0.08% |
+26,015
| New | +$465K |
|
345
Funko
FNKO
$328M
| $453K | 0.08% |
+26,375
| New | +$431K |
|
|
AUY
346
DELISTED
Yamana Gold, Inc.
AUY
| $453K | 0.08% |
+114,748
| New | +$403K |
|
347
Ford
F
$55.7B
| $448K | 0.07% |
+48,153
| New | +$433K |
|
348
Talos Energy
TALO
$2.4B
| $448K | 0.07% |
+14,850
| New | +$347K |
|
|
WWE
349
DELISTED
World Wrestling Entertainment
WWE
| $448K | 0.07% |
+6,913
| New | +$437K |
|
350
Griffon
GFF
$4.86B
| $445K | 0.07% |
+21,881
| New | +$460K |
|
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Aigen Investment Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Aigen Investment Management, which disclosed 1,169 positions worth $604M. Its ten largest holdings account for 12% of the portfolio.
Its largest position is Wells Fargo: 195,937 shares worth $10.5M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Consumer Discretionary and Financials.
- Aigen Investment Management's largest Q4 2019 buy was Wells Fargo: 195,937 shares worth $10.5M.
- Aigen Investment Management's ten largest holdings make up 12% of its $604M portfolio in Q4 2019.
- Aigen Investment Management disclosed 1,169 positions in Q4 2019, its first 13F filing on record.
Based on Aigen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.