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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
PYPL icon
376
PayPal
PYPL
$50.5B
$452K 0.07%
+6,925
New +$539K
FUL icon
377
H.B. Fuller
FUL
$3.29B
$450K 0.07%
+8,020
New +$473K
MIRM icon
378
Mirum Pharmaceuticals
MIRM
$6.02B
$447K 0.07%
9,929
+2,187
+28% +$103K
WRB icon
379
W.R. Berkley
WRB
$26.3B
$444K 0.07%
6,243
-4,409
-41% -$270K
PLTR icon
380
Palantir
PLTR
$421B
$441K 0.07%
5,226
-13,026
-71% -$1.14M
TROX icon
381
Tronox
TROX
$993M
$440K 0.07%
62,458
+39,896
+177% +$343K
FLG
382
Flagstar Bank National Association
FLG
$5.84B
$440K 0.07%
+37,823
New +$425K
NWBI icon
383
Northwest Bancshares
NWBI
$2.27B
$438K 0.07%
+36,444
New +$461K
PEN icon
384
Penumbra
PEN
$12.8B
$438K 0.07%
1,637
-515
-24% -$139K
DAY
385
DELISTED
Dayforce
DAY
$436K 0.07%
+7,468
New +$481K
PFG icon
386
Principal Financial Group
PFG
$24.4B
$436K 0.07%
+5,163
New +$429K
ULCC icon
387
Frontier Group Holdings
ULCC
$1.56B
$436K 0.07%
100,358
+86,896
+645% +$647K
BCC icon
388
Boise Cascade
BCC
$2.96B
$434K 0.07%
+4,427
New +$501K
BOKF icon
389
BOK Financial
BOKF
$8.7B
$431K 0.07%
4,136
+1,549
+60% +$166K
RKT icon
390
Rocket Companies
RKT
$39B
$427K 0.07%
35,379
+23,048
+187% +$297K
GRND icon
391
Grindr
GRND
$2.91B
$427K 0.07%
23,842
-4,777
-17% -$83.9K
BNY
392
Bank of New York Mellon
BNY
$108B
$425K 0.07%
+5,071
New +$426K
VAL icon
393
Valaris
VAL
$5.94B
$424K 0.07%
10,807
-3,000
-22% -$129K
GKOS icon
394
Glaukos
GKOS
$10.7B
$423K 0.07%
4,300
-116
-3% -$15.5K
RVMD icon
395
Revolution Medicines
RVMD
$44.4B
$422K 0.07%
+11,924
New +$484K
SOBO
396
South Bow Corp
SOBO
$7.49B
$421K 0.07%
+11,449
New +$286K
IR icon
397
Ingersoll Rand
IR
$33.6B
$421K 0.07%
5,257
-548
-9% -$47.7K
HEI icon
398
HEICO Corp
HEI
$50.9B
$420K 0.07%
+1,573
New +$383K
REAL icon
399
The RealReal
REAL
$1.45B
$420K 0.07%
77,935
-15,615
-17% -$118K
CEG icon
400
Constellation Energy
CEG
$95.8B
$419K 0.07%
2,076
+561
+37% +$150K
14 15
16
17 18

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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.