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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
RVLV icon
426
Revolve Group
RVLV
$1.73B
$373K 0.06%
+17,348
New +$482K
CACC icon
427
Credit Acceptance
CACC
$6.03B
$372K 0.06%
+721
New +$357K
AZN icon
428
AstraZeneca
AZN
$251B
$372K 0.06%
2,531
-809
-24% -$117K
HMY icon
429
Harmony Gold Mining
HMY
$12.4B
$371K 0.06%
+25,110
New +$280K
GLBE icon
430
Global E Online
GLBE
$6.91B
$370K 0.06%
10,372
-4,336
-29% -$213K
CNQ icon
431
Canadian Natural Resources
CNQ
$97.4B
$370K 0.06%
12,003
-28,542
-70% -$865K
LEG icon
432
Leggett & Platt
LEG
$1.29B
$369K 0.06%
46,621
-19,000
-29% -$180K
COO icon
433
Cooper Companies
COO
$14.9B
$368K 0.06%
+4,358
New +$390K
INTC icon
434
Intel
INTC
$492B
$367K 0.06%
16,160
-42,812
-73% -$937K
GPI icon
435
Group 1 Automotive
GPI
$3.16B
$366K 0.06%
959
-811
-46% -$355K
YMM icon
436
Full Truck Alliance
YMM
$10.1B
$366K 0.06%
28,655
-9,476
-25% -$114K
IOSP icon
437
Innospec
IOSP
$2.29B
$366K 0.06%
+3,859
New +$408K
BAH icon
438
Booz Allen Hamilton
BAH
$9.37B
$364K 0.06%
+3,484
New +$420K
RHI icon
439
Robert Half
RHI
$4.37B
$363K 0.06%
+6,661
New +$406K
VSXY
440
Victoria's Secret
VSXY
$7.95B
$360K 0.06%
19,375
+6,573
+51% +$193K
ISRG icon
441
Intuitive Surgical
ISRG
$139B
$359K 0.06%
+725
New +$401K
JOE icon
442
St. Joe Company
JOE
$3.77B
$358K 0.06%
+7,635
New +$357K
DCBO
443
Docebo
DCBO
$594M
$358K 0.06%
+9,177
New +$347K
GDYN icon
444
Grid Dynamics Holdings
GDYN
$621M
$357K 0.06%
+22,840
New +$458K
T icon
445
AT&T
T
$165B
$355K 0.06%
+12,566
New +$316K
CADE
446
DELISTED
Cadence Bank
CADE
$355K 0.06%
11,693
-37
-0.3% -$1.23K
ACGL icon
447
Arch Capital
ACGL
$33.5B
$354K 0.06%
3,683
-3,481
-49% -$321K
ACM icon
448
Aecom
ACM
$9.42B
$354K 0.06%
3,814
-5,082
-57% -$516K
CNXC icon
449
Concentrix
CNXC
$1.56B
$351K 0.06%
6,314
-1,163
-16% -$55.7K
TTD icon
450
Trade Desk
TTD
$6.29B
$350K 0.06%
6,403
-260
-4% -$23.5K
16 17
18
19 20

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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.