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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 %
97.94%
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$10.3M
2
ZTS icon
Zoetis
ZTS
+$9.81M
3
JCI icon
Johnson Controls International
JCI
+$7.88M
4
QSR icon
Restaurant Brands International
QSR
+$7.62M
5
FE icon
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
STMP
376
DELISTED
Stamps.com, Inc.
STMP
$406K 0.07%
+4,866
New +$406K
AGIO icon
377
Agios Pharmaceuticals
AGIO
$1.93B
$405K 0.07%
+8,478
New +$320K
CHE icon
378
Chemed
CHE
$7.22B
$402K 0.07%
+916
New +$385K
THS
379
DELISTED
Treehouse Foods
THS
$401K 0.07%
+8,275
New +$424K
VGR
380
DELISTED
Vector Group Ltd.
VGR
$401K 0.07%
+42,228
New +$369K
BVN icon
381
Compañía de Minas Buenaventura
BVN
$8.67B
$400K 0.07%
+26,471
New +$393K
PEGI
382
DELISTED
Pattern Energy Group Inc. Class A
PEGI
$395K 0.07%
+14,778
New +$401K
ANGO icon
383
AngioDynamics
ANGO
$649M
$394K 0.07%
+24,603
New +$376K
APEI icon
384
American Public Education
APEI
$940M
$394K 0.07%
+14,386
New +$352K
SCS
385
DELISTED
Steelcase
SCS
$393K 0.07%
+19,192
New +$356K
STNE icon
386
StoneCo
STNE
$2.58B
$389K 0.06%
+9,753
New +$357K
PNW icon
387
Pinnacle West Capital
PNW
$12.2B
$388K 0.06%
+4,313
New +$389K
AD
388
Array Digital Infrastructure
AD
$3.05B
$380K 0.06%
+10,487
New +$367K
CHA
389
DELISTED
China Telecom Corporation, LTD
CHA
$379K 0.06%
+9,204
New +$386K
CRCM
390
DELISTED
CARE.COM, INC.
CRCM
$378K 0.06%
+25,171
New +$302K
ATCO
391
DELISTED
Atlas Corp.
ATCO
$377K 0.06%
+26,541
New +$317K
ALLO icon
392
Allogene Therapeutics
ALLO
$694M
$373K 0.06%
+14,371
New +$396K
PETS icon
393
PetMed Express
PETS
$42.3M
$372K 0.06%
+15,833
New +$355K
NGVT icon
394
Ingevity
NGVT
$2.68B
$363K 0.06%
+4,150
New +$363K
NSTG
395
DELISTED
NanoString Technologies, Inc.
NSTG
$363K 0.06%
+13,052
New +$317K
CVNA icon
396
Carvana
CVNA
$77.9B
$361K 0.06%
+19,600
New +$328K
AUD
397
DELISTED
Audacy, Inc.
AUD
$361K 0.06%
+77,754
New +$325K
TD icon
398
Toronto Dominion Bank
TD
$200B
$360K 0.06%
+6,407
New +$363K
UVV icon
399
Universal Corp
UVV
$1.27B
$360K 0.06%
+6,305
New +$340K
ENR icon
400
Energizer
ENR
$1.55B
$352K 0.06%
+7,016
New +$323K
14 15
16
17 18

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

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.