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 | |
|---|---|---|---|---|---|---|
401
Wells Fargo
WFC
$257B
| $1.05M | 0.06% |
+21,464
| New | +$1.05M |
|
402
WIX.com
WIX
$9.14B
| $1.05M | 0.06% |
+6,982
| New | +$1.05M |
|
403
Dollar General
DG
$23.4B
| $1.05M | 0.06% |
+4,674
| New | +$1.05M |
|
404
Okta
OKTA
$15.9B
| $1.05M | 0.06% |
4,731
-8,370
| -64% | -$1.85M |
|
405
Exxon Mobil
XOM
$480B
| $1.04M | 0.06% |
+17,122
| New | +$1.04M |
|
406
Devon Energy
DVN
$22.5B
| $1.04M | 0.06% |
25,337
-64,063
| -72% | -$2.63M |
|
407
Synchrony
SYF
$27.8B
| $1.04M | 0.06% |
+22,305
| New | +$1.04M |
|
408
Hyatt Hotels
H
$13.6B
| $1.04M | 0.06% |
+10,900
| New | +$1.04M |
|
409
Petrobras Class A
PBR.A
$75.4B
| $1.04M | 0.06% |
+100,329
| New | +$1.04M |
|
|
WBA
410
DELISTED
Walgreens Boots Alliance
WBA
| $1.04M | 0.06% |
+21,046
| New | +$1.04M |
|
411
Hologic
HOLX
$14.6B
| $1.02M | 0.06% |
13,577
+8,409
| +163% | +$634K |
|
412
Toll Brothers
TOL
$13.8B
| $1.02M | 0.06% |
+14,464
| New | +$1.02M |
|
413
Western Union
WU
$2.73B
| $1.02M | 0.06% |
57,574
+28,989
| +101% | +$513K |
|
414
BCE
BCE
$22.5B
| $1.02M | 0.06% |
+19,855
| New | +$1.02M |
|
415
Labcorp
LH
$22.7B
| $1.02M | 0.06% |
+3,977
| New | +$1.02M |
|
416
Purple Innovation
PRPL
$115M
| $1.02M | 0.06% |
+100,906
| New | +$1.02M |
|
417
Zillow
Z
$20.8B
| $1.02M | 0.06% |
16,669
+1,263
| +8% | +$76.9K |
|
418
Manulife Financial
MFC
$52.5B
| $1.01M | 0.06% |
+53,884
| New | +$1.01M |
|
|
SIX
419
DELISTED
Six Flags Entertainment Corp.
SIX
| $1.01M | 0.06% |
23,829
+14,817
| +164% | +$629K |
|
420
C3.ai
AI
$2.15B
| $1.01M | 0.06% |
31,140
-59,870
| -66% | -$1.94M |
|
421
Invitation Homes
INVH
$18.4B
| $998K | 0.06% |
24,192
-27,175
| -53% | -$1.12M |
|
422
Stem
STEM
$110M
| $998K | 0.06% |
+2,607
| New | +$998K |
|
423
Pentair
PNR
$17.9B
| $997K | 0.06% |
+13,690
| New | +$997K |
|
424
Humana
HUM
$32.9B
| $994K | 0.06% |
+2,179
| New | +$994K |
|
425
Hartford Financial Services
HIG
$36.9B
| $993K | 0.06% |
+14,694
| New | +$993K |
|