AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
+3.44%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$677M
AUM Growth
+$677M
(-6.9%)
Cap. Flow
-$74M
Cap. Flow
% of AUM
-10.93%
Top 10 Holdings %
Top 10 Hldgs %
11.02%
Holding
1,031
New
439
Increased
126
Reduced
146
Closed
320
Top Buys
| 1 |
Apple
AAPL
|
$11.4M |
| 2 |
Kimberly-Clark
KMB
|
$8.5M |
| 3 |
SBA Communications
SBAC
|
$7.57M |
| 4 |
PG&E
PCG
|
$5.85M |
| 5 |
United Airlines
UAL
|
$5.73M |
Top Sells
| 1 |
Broadcom
AVGO
|
$19M |
| 2 |
Pfizer
PFE
|
$14.6M |
| 3 |
Dominion Energy
D
|
$13.4M |
| 4 |
Johnson & Johnson
JNJ
|
$12.9M |
| 5 |
Cadence Design Systems
CDNS
|
$10.5M |
Sector Composition
| 1 | Consumer Discretionary | 19.26% |
| 2 | Technology | 16.1% |
| 3 | Industrials | 11.65% |
| 4 | Financials | 11.01% |
| 5 | Healthcare | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Flex
FLEX
$20.1B
| $3.89M | 0.58% |
140,820
+45,743
| +48% | +$1.26M |
|
|
SGI
27
Somnigroup International Inc.
SGI
$17.8B
| $3.87M | 0.57% |
96,619
+19,852
| +26% | +$795K |
|
28
Expedia Group
EXPE
$26.3B
| $3.85M | 0.57% |
+35,230
| New | +$3.85M |
|
29
Urban Outfitters
URBN
$6B
| $3.8M | 0.56% |
114,824
+35,921
| +46% | +$1.19M |
|
30
NVIDIA
NVDA
$4.15T
| $3.77M | 0.56% |
8,922
+6,316
| +242% | +$2.67M |
|
31
American Tower
AMT
$91.9B
| $3.73M | 0.55% |
19,220
+17,367
| +937% | +$3.37M |
|
32
LyondellBasell Industries
LYB
$17.4B
| $3.56M | 0.53% |
+38,782
| New | +$3.56M |
|
33
Alamos Gold
AGI
$13.5B
| $3.54M | 0.52% |
297,370
+56,892
| +24% | +$678K |
|
34
monday.com
MNDY
$9.55B
| $3.49M | 0.52% |
20,397
+14,318
| +236% | +$2.45M |
|
35
Chubb
CB
$111B
| $3.48M | 0.51% |
18,055
-744
| -4% | -$143K |
|
36
Walt Disney
DIS
$211B
| $3.38M | 0.5% |
+37,909
| New | +$3.38M |
|
37
Chewy
CHWY
$16.8B
| $3.38M | 0.5% |
85,605
-51,002
| -37% | -$2.01M |
|
|
MRO
38
DELISTED
Marathon Oil Corporation
MRO
| $3.37M | 0.5% |
+146,359
| New | +$3.37M |
|
39
Eversource Energy
ES
$23.5B
| $3.28M | 0.48% |
+46,212
| New | +$3.28M |
|
40
ICICI Bank
IBN
$113B
| $3.17M | 0.47% |
+137,341
| New | +$3.17M |
|
41
Graco
GGG
$14B
| $3.13M | 0.46% |
36,193
-51,797
| -59% | -$4.47M |
|
42
Ferrari
RACE
$88.2B
| $3.11M | 0.46% |
+9,557
| New | +$3.11M |
|
43
MongoDB
MDB
$25.5B
| $3.1M | 0.46% |
+7,536
| New | +$3.1M |
|
44
Archer Daniels Midland
ADM
$29.7B
| $3.07M | 0.45% |
+40,684
| New | +$3.07M |
|
45
Tractor Supply
TSCO
$31.9B
| $3.07M | 0.45% |
13,899
+11,101
| +397% | +$2.45M |
|
46
Fidelity National Information Services
FIS
$35.6B
| $3.05M | 0.45% |
+55,751
| New | +$3.05M |
|
47
Five Below
FIVE
$8.33B
| $3.05M | 0.45% |
15,512
+8,194
| +112% | +$1.61M |
|
48
JetBlue
JBLU
$1.98B
| $3.04M | 0.45% |
343,369
+234,586
| +216% | +$2.08M |
|
49
UGI
UGI
$7.3B
| $3.02M | 0.45% |
+112,130
| New | +$3.02M |
|
50
Palo Alto Networks
PANW
$128B
| $2.98M | 0.44% |
11,644
-26,153
| -69% | -$6.68M |
|