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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
CBT icon
451
Cabot Corp
CBT
$4.46B
$350K 0.06%
+4,213
New +$363K
CRC icon
452
California Resources
CRC
$4.77B
$350K 0.06%
+7,965
New +$378K
V icon
453
Visa
V
$675B
$350K 0.06%
998
-4,696
-82% -$1.59M
RMD icon
454
ResMed
RMD
$31.9B
$349K 0.06%
+1,561
New +$364K
HAPN
455
Happen Inc
HAPN
$2.24B
$348K 0.06%
+33,711
New +$452K
PRGO icon
456
Perrigo
PRGO
$1.75B
$347K 0.06%
+12,373
New +$321K
EZPW icon
457
Ezcorp Inc
EZPW
$1.67B
$345K 0.06%
23,469
+3,669
+19% +$48.4K
BNL icon
458
Broadstone Net Lease
BNL
$3.93B
$345K 0.06%
+20,237
New +$328K
APLS
459
DELISTED
Apellis Pharmaceuticals
APLS
$342K 0.05%
+15,621
New +$432K
Z icon
460
Zillow
Z
$7.59B
$341K 0.05%
4,976
-14,804
-75% -$1.13M
SPSC icon
461
SPS Commerce
SPSC
$2.69B
$341K 0.05%
2,570
+403
+19% +$63.4K
SMG icon
462
ScottsMiracle-Gro
SMG
$3.63B
$340K 0.05%
+6,193
New +$400K
UAL icon
463
United Airlines
UAL
$40.2B
$340K 0.05%
4,919
-6,293
-56% -$594K
GTY
464
Getty Realty Corp
GTY
$2.01B
$339K 0.05%
+10,870
New +$333K
MTSI icon
465
MACOM Technology Solutions
MTSI
$22.7B
$334K 0.05%
3,330
-1,912
-36% -$233K
PACS icon
466
PACS Group
PACS
$7.67B
$334K 0.05%
29,681
-853
-3% -$11.2K
VKTX icon
467
Viking Therapeutics
VKTX
$4.02B
$333K 0.05%
+13,780
New +$436K
LCII icon
468
LCI Industries
LCII
$2.55B
$332K 0.05%
+3,801
New +$382K
FIX icon
469
Comfort Systems
FIX
$58.9B
$332K 0.05%
+1,030
New +$415K
SA
470
Seabridge Gold
SA
$3.36B
$331K 0.05%
19,791
-3,411
-15% -$40.5K
BAP icon
471
Credicorp
BAP
$30.4B
$329K 0.05%
+1,769
New +$328K
FLYW icon
472
Flywire
FLYW
$2.11B
$329K 0.05%
+34,651
New +$546K
BPMC
473
DELISTED
Blueprint Medicines
BPMC
$328K 0.05%
3,706
-779
-17% -$76K
AZTA icon
474
Azenta
AZTA
$1.54B
$327K 0.05%
+9,429
New +$434K
NBHC icon
475
National Bank Holdings
NBHC
$1.91B
$326K 0.05%
+8,511
New +$354K
17 18
19
20 21

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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.