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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
% of AUM
97.94%
Top 10 Holdings %
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$10.3M |
| 2 |
Zoetis
ZTS
|
+$9.81M |
| 3 |
Johnson Controls International
JCI
|
+$7.88M |
| 4 |
Restaurant Brands International
QSR
|
+$7.62M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Inspire Medical Systems
INSP
$1.74B
| $316K | 0.05% |
+4,258
| New | +$274K |
|
427
Veeva Systems
VEEV
$37.4B
| $316K | 0.05% |
+2,245
| New | +$330K |
|
428
Essential Utilities
WTRG
$11.4B
| $315K | 0.05% |
+6,709
| New | +$302K |
|
|
VCRA
429
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $314K | 0.05% |
+15,129
| New | +$332K |
|
|
COR
430
DELISTED
Coresite Realty Corporation
COR
| $314K | 0.05% |
+2,802
| New | +$324K |
|
431
Alcoa
AA
$13.2B
| $313K | 0.05% |
+14,544
| New | +$301K |
|
432
Generac Holdings
GNRC
$12.5B
| $313K | 0.05% |
+3,112
| New | +$290K |
|
|
HMSY
433
DELISTED
HMS Holdings Corp.
HMSY
| $313K | 0.05% |
+10,574
| New | +$324K |
|
434
Lattice Semiconductor
LSCC
$18.5B
| $311K | 0.05% |
+16,268
| New | +$312K |
|
435
World Acceptance Corp
WRLD
$873M
| $310K | 0.05% |
+3,587
| New | +$369K |
|
436
Gladstone Investment Corp
GAIN
$661M
| $309K | 0.05% |
+23,291
| New | +$315K |
|
437
NETGEAR
NTGR
$635M
| $306K | 0.05% |
+12,495
| New | +$341K |
|
438
Knowles
KN
$3.34B
| $301K | 0.05% |
+14,252
| New | +$306K |
|
439
Oxford Industries
OXM
$552M
| $300K | 0.05% |
+3,977
| New | +$287K |
|
440
OneMain Financial
OMF
$7.47B
| $299K | 0.05% |
+7,084
| New | +$286K |
|
441
Standard Motor Products
SMP
$911M
| $297K | 0.05% |
+5,573
| New | +$284K |
|
|
SNV
442
DELISTED
Synovus
SNV
| $297K | 0.05% |
+7,577
| New | +$278K |
|
443
Boston Beer
SAM
$1.92B
| $295K | 0.05% |
+782
| New | +$295K |
|
|
ZEPP
444
Zepp Health
ZEPP
$69.7M
| $290K | 0.05% |
+6,025
| New | +$253K |
|
|
MLNX
445
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $290K | 0.05% |
+2,479
| New | +$282K |
|
446
American Electric Power
AEP
$68.4B
| $289K | 0.05% |
+3,055
| New | +$282K |
|
447
Carriage Services
CSV
$569M
| $288K | 0.05% |
+11,265
| New | +$273K |
|
|
CONN
448
DELISTED
Conn's Inc.
CONN
| $288K | 0.05% |
+23,283
| New | +$488K |
|
449
Gibraltar Industries
ROCK
$1.49B
| $287K | 0.05% |
+5,694
| New | +$286K |
|
450
Sonos
SONO
$1.85B
| $287K | 0.05% |
+18,400
| New | +$256K |
|
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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.