AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
-2.72%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$580M
AUM Growth
+$580M
(-64%)
Cap. Flow
-$1.03B
Cap. Flow
% of AUM
-178.11%
Top 10 Holdings %
Top 10 Hldgs %
14.65%
Holding
1,240
New
219
Increased
144
Reduced
142
Closed
735
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$10.4M |
| 2 |
Stanley Black & Decker
SWK
|
$10M |
| 3 |
Public Service Enterprise Group
PEG
|
$7.89M |
| 4 |
Datadog
DDOG
|
$5.6M |
| 5 |
Biogen
BIIB
|
$5.56M |
Top Sells
| 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 |
Sector Composition
| 1 | Consumer Discretionary | 19.23% |
| 2 | Technology | 15.39% |
| 3 | Industrials | 13.5% |
| 4 | Financials | 9.89% |
| 5 | Healthcare | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Crocs
CROX
$4.74B
| $4.09M | 0.71% |
53,542
+31,124
| +139% | +$2.38M |
|
27
Lennar Class A
LEN
$34.7B
| $4.03M | 0.69% |
51,294
+41,513
| +424% | +$3.26M |
|
28
Scotiabank
BNS
$78.1B
| $4M | 0.69% |
55,726
+45,346
| +437% | +$3.25M |
|
29
Booking.com
BKNG
$181B
| $3.91M | 0.67% |
1,663
-31
| -2% | -$72.8K |
|
30
Autodesk
ADSK
$67.6B
| $3.84M | 0.66% |
17,919
+1,563
| +10% | +$335K |
|
31
Corteva
CTVA
$49.2B
| $3.83M | 0.66% |
+66,564
| New | +$3.83M |
|
32
Colgate-Palmolive
CL
$67.7B
| $3.81M | 0.66% |
50,175
+37,530
| +297% | +$2.85M |
|
33
Alliant Energy
LNT
$16.6B
| $3.7M | 0.64% |
59,165
+27,312
| +86% | +$1.71M |
|
34
Cleveland-Cliffs
CLF
$5.18B
| $3.68M | 0.63% |
114,325
+40,233
| +54% | +$1.3M |
|
35
Schlumberger
SLB
$52.2B
| $3.5M | 0.6% |
+84,821
| New | +$3.5M |
|
36
lululemon athletica
LULU
$23.8B
| $3.49M | 0.6% |
9,545
+2,958
| +45% | +$1.08M |
|
37
Unity
U
$16.5B
| $3.48M | 0.6% |
35,070
+16,767
| +92% | +$1.66M |
|
38
Deckers Outdoor
DECK
$18.3B
| $3.44M | 0.59% |
75,396
+13,854
| +23% | +$632K |
|
39
Boyd Gaming
BYD
$6.84B
| $3.39M | 0.58% |
51,574
+47,310
| +1,110% | +$3.11M |
|
40
Home Depot
HD
$406B
| $3.33M | 0.57% |
11,122
-6,024
| -35% | -$1.8M |
|
41
Advance Auto Parts
AAP
$3.54B
| $3.31M | 0.57% |
15,992
+5,585
| +54% | +$1.16M |
|
42
Tractor Supply
TSCO
$31.9B
| $3.22M | 0.56% |
69,055
+63,045
| +1,049% | +$2.94M |
|
43
Tesla
TSLA
$1.08T
| $3.16M | 0.55% |
8,805
-6,354
| -42% | -$2.28M |
|
44
Labcorp
LH
$22.8B
| $3.15M | 0.54% |
13,907
+9,930
| +250% | +$2.25M |
|
45
Cloudflare
NET
$71.7B
| $3.14M | 0.54% |
26,222
-17,158
| -40% | -$2.05M |
|
46
IBM
IBM
$227B
| $3.08M | 0.53% |
23,652
-48,654
| -67% | -$6.33M |
|
47
Boot Barn
BOOT
$5.5B
| $3.05M | 0.53% |
32,182
+18,579
| +137% | +$1.76M |
|
48
Eli Lilly
LLY
$661B
| $3.02M | 0.52% |
10,533
+3,696
| +54% | +$1.06M |
|
49
Victoria's Secret
VSCO
$1.83B
| $2.97M | 0.51% |
57,853
+48,740
| +535% | +$2.5M |
|
50
Blackstone
BX
$131B
| $2.9M | 0.5% |
22,864
-9,948
| -30% | -$1.26M |
|