AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+4.02%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.11B
(+213%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
67.67%
Top 10 Holdings %
Top 10 Hldgs %
9.49%
Holding
1,234
New
784
Increased
123
Reduced
114
Closed
213
Top Buys
| 1 |
Microsoft
MSFT
|
+$23.5M |
| 2 |
Procter & Gamble
PG
|
+$19.6M |
| 3 |
Amazon
AMZN
|
+$17.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17M |
| 5 |
AbbVie
ABBV
|
+$13.7M |
Top Sells
| 1 |
Hormel Foods
HRL
|
+$12.3M |
| 2 |
T-Mobile US
TMUS
|
+$8.64M |
| 3 |
BHP
BHP
|
+$6.43M |
| 4 |
Carrier Global
CARR
|
+$5.97M |
| 5 |
Trimble
TRMB
|
+$5.11M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Consumer Discretionary | 18.36% |
| 3 | Consumer Staples | 10.2% |
| 4 | Healthcare | 9.86% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Louisiana-Pacific
LPX
$6.7B
| $1.14M | 0.07% |
+15,181
| New | +$1.14M |
|
377
Palo Alto Networks
PANW
$133B
| $1.14M | 0.07% |
13,212
-52,296
| -80% | -$4.51M |
|
378
Willis Towers Watson
WTW
$32.2B
| $1.14M | 0.07% |
4,888
-2,356
| -33% | -$548K |
|
379
ZIM Integrated Shipping Services
ZIM
$1.59B
| $1.14M | 0.07% |
20,012
+2,174
| +12% | +$123K |
|
380
Canadian Natural Resources
CNQ
$64.7B
| $1.13M | 0.07% |
+56,976
| New | +$1.13M |
|
381
Live Nation Entertainment
LYV
$39.7B
| $1.13M | 0.07% |
+10,255
| New | +$1.13M |
|
382
FirstEnergy
FE
$24.8B
| $1.13M | 0.07% |
+27,569
| New | +$1.13M |
|
383
Fortive
FTV
$16.2B
| $1.12M | 0.07% |
+15,003
| New | +$1.12M |
|
384
CSX Corp
CSX
$59.5B
| $1.12M | 0.07% |
+31,523
| New | +$1.12M |
|
|
SGEN
385
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.11M | 0.07% |
+7,375
| New | +$1.11M |
|
386
Walt Disney
DIS
$208B
| $1.1M | 0.07% |
+7,310
| New | +$1.1M |
|
387
Kinder Morgan
KMI
$60.2B
| $1.1M | 0.07% |
+70,958
| New | +$1.1M |
|
388
Lumen
LUMN
$6.09B
| $1.1M | 0.07% |
+88,801
| New | +$1.1M |
|
389
Ares Management
ARES
$39.3B
| $1.09M | 0.07% |
+13,812
| New | +$1.09M |
|
390
BWX Technologies
BWXT
$15.2B
| $1.09M | 0.07% |
22,789
+18,166
| +393% | +$870K |
|
391
American Tower
AMT
$91.1B
| $1.08M | 0.07% |
+4,157
| New | +$1.08M |
|
392
Novo Nordisk
NVO
$242B
| $1.08M | 0.07% |
20,154
+15,596
| +342% | +$836K |
|
393
Sunrun
RUN
$3.77B
| $1.08M | 0.07% |
31,183
+23,009
| +281% | +$797K |
|
|
QVCGA
394
QVC Group, Inc. Series A Common Stock
QVCGA
$79.2M
| $1.07M | 0.07% |
+2,853
| New | +$1.07M |
|
395
RingCentral
RNG
$2.8B
| $1.07M | 0.07% |
5,822
+4,759
| +448% | +$876K |
|
396
Lennar Class A
LEN
$35.3B
| $1.07M | 0.07% |
+9,781
| New | +$1.07M |
|
397
Rockwell Automation
ROK
$38.4B
| $1.07M | 0.07% |
+3,147
| New | +$1.07M |
|
398
EQT Corp
EQT
$31.9B
| $1.06M | 0.06% |
+49,913
| New | +$1.06M |
|
399
CF Industries
CF
$13.9B
| $1.05M | 0.06% |
14,903
-13,865
| -48% | -$980K |
|
400
Vipshop
VIPS
$8.78B
| $1.05M | 0.06% |
119,537
+59,102
| +98% | +$519K |
|