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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
MBLY icon
326
Mobileye
MBLY
$2.21B
$557K 0.09%
+38,661
New +$632K
PBH icon
327
Prestige Consumer Healthcare
PBH
$2.51B
$553K 0.09%
+6,435
New +$528K
GD icon
328
General Dynamics
GD
$107B
$552K 0.09%
2,025
-16,719
-89% -$4.35M
GBCI icon
329
Glacier Bancorp
GBCI
$6.35B
$552K 0.09%
+12,482
New +$601K
SPOT icon
330
Spotify
SPOT
$105B
$546K 0.09%
+993
New +$555K
BHF icon
331
Brighthouse Financial
BHF
$3.46B
$540K 0.09%
+9,320
New +$521K
HELE icon
332
Helen of Troy
HELE
$680M
$539K 0.09%
+10,085
New +$583K
SNOW icon
333
Snowflake
SNOW
$116B
$538K 0.09%
3,681
+1,006
+38% +$171K
URI icon
334
United Rentals
URI
$70.8B
$535K 0.09%
854
+451
+112% +$310K
VICI icon
335
VICI Properties
VICI
$28.7B
$535K 0.09%
+16,403
New +$505K
AYI icon
336
Acuity Brands
AYI
$10.6B
$533K 0.09%
2,024
+544
+37% +$165K
AEE icon
337
Ameren
AEE
$29.6B
$532K 0.08%
+5,301
New +$510K
TTEK icon
338
Tetra Tech
TTEK
$8.97B
$532K 0.08%
18,187
+4,515
+33% +$152K
CLH icon
339
Clean Harbors
CLH
$16.4B
$531K 0.08%
+2,694
New +$590K
DEA
340
Easterly Government Properties
DEA
$1.13B
$531K 0.08%
+20,028
New +$551K
SSRM icon
341
SSR Mining
SSRM
$6.4B
$529K 0.08%
47,683
+34,701
+267% +$320K
BANC icon
342
Banc of California
BANC
$3B
$527K 0.08%
37,170
+11,271
+44% +$171K
NJR icon
343
New Jersey Resources
NJR
$5.45B
$522K 0.08%
+10,641
New +$504K
SSD icon
344
Simpson Manufacturing
SSD
$8.03B
$521K 0.08%
3,314
+1,277
+63% +$210K
CLS icon
345
Celestica
CLS
$36.2B
$520K 0.08%
5,685
-5,142
-47% -$546K
SRE icon
346
Sempra
SRE
$55.1B
$514K 0.08%
+7,209
New +$562K
CFLT
347
DELISTED
Confluent
CFLT
$514K 0.08%
+21,926
New +$635K
CAG icon
348
Conagra Brands
CAG
$7.07B
$511K 0.08%
19,159
+3,232
+20% +$83.4K
GGG icon
349
Graco
GGG
$13.5B
$510K 0.08%
+6,104
New +$517K
OSK icon
350
Oshkosh
OSK
$9.59B
$510K 0.08%
5,418
-219
-4% -$21.9K
12 13
14
15 16

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PG
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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.