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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
+0.95%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$389M
AUM Growth
-$42.8M
Cap. Flow
-$28.7M
Cap. Flow %
-7.37%
Top 10 Hldgs %
12.12%
Holding
834
New
284
Increased
102
Reduced
110
Closed
338

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.24M
2
SRE icon
Sempra
SRE
+$5.68M
3
COF icon
Capital One
COF
+$5.12M
4
V icon
Visa
V
+$4.63M
5
APD icon
Air Products & Chemicals
APD
+$4.36M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$6.89M
2
MSFT icon
Microsoft
MSFT
+$5.61M
3
PG icon
Procter & Gamble
PG
+$5.41M
4
NFLX icon
Netflix
NFLX
+$5.28M
5
KEY icon
KeyCorp
KEY
+$5.13M

Sector Composition

Rank Sector Weight
1 Financials 17.7%
2 Technology 15.29%
3 Consumer Discretionary 14.91%
4 Industrials 12.84%
5 Healthcare 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRNT icon
476
Granite Ridge Resources
GRNT
$650M
$83K 0.02%
+14,133
New +$71K
TCPC icon
477
BlackRock TCP Capital
TCPC
$263M
$81.5K 0.02%
22,577
+11,960
+113% +$55.5K
BGS icon
478
B&G Foods
BGS
$285M
$77.1K 0.02%
16,022
+816
+5% +$3.95K
BORR
479
Borr Drilling
BORR
$1.31B
$75.8K 0.02%
+13,132
New +$67.3K
RC
480
Ready Capital
RC
$267M
$73.8K 0.02%
+45,577
New +$87.2K
CRSR icon
481
Corsair Gaming
CRSR
$1.08B
$72K 0.02%
+12,965
New +$71.5K
UWMC icon
482
UWM Holdings
UWMC
$590M
$66.9K 0.02%
+18,478
New +$85K
UA icon
483
Under Armour Class C
UA
$2.81B
$62.6K 0.02%
+10,808
New +$68.2K
CMPS
484
Compass Pathways
CMPS
$1.58B
$61.7K 0.02%
+11,153
New +$75K
TDOC icon
485
Teladoc Health
TDOC
$1.56B
$60.8K 0.02%
+11,152
New +$62.6K
TBLA icon
486
Taboola.com
TBLA
$1.31B
$56.8K 0.01%
18,319
+7,047
+63% +$25.2K
TV icon
487
Televisa
TV
$1.47B
$53K 0.01%
18,214
+5,151
+39% +$15.8K
CIG icon
488
CEMIG Preferred Shares
CIG
$6.21B
$45.9K 0.01%
+19,214
New +$42.3K
MRVI icon
489
Maravai LifeSciences
MRVI
$1.04B
$44.1K 0.01%
+15,594
New +$52.9K
BMBL icon
490
Bumble
BMBL
$364M
$40.8K 0.01%
+12,510
New +$41.6K
SFIX
491
Stitch Fix
SFIX
$471M
$37.1K 0.01%
+11,223
New +$45.8K
ABEV icon
492
Ambev
ABEV
$47.7B
$36.9K 0.01%
+12,622
New +$36.1K
WIT icon
493
Wipro
WIT
$17.6B
$35.3K 0.01%
+16,659
New +$40.6K
PSEC icon
494
Prospect Capital
PSEC
$1.06B
$34.6K 0.01%
13,255
-32,571
-71% -$89.2K
EVH icon
495
Evolent Health
EVH
$522M
$33.9K 0.01%
+14,850
New +$47.1K
SID icon
496
Companhia Siderúrgica Nacional
SID
$1.41B
$23.5K 0.01%
18,959
+1,003
+6% +$1.64K
A icon
497
Agilent Technologies
A
$39.5B
– –
-4,840
Closed -$659K
AAP icon
498
Advance Auto Parts
AAP
$3.22B
– –
-5,831
Closed -$229K
ACCO icon
499
Acco Brands
ACCO
$362M
– –
-15,500
Closed -$57.8K
ACGL icon
500
Arch Capital
ACGL
$35B
– –
-10,553
Closed -$1.01M
18 19
20
21 22

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RWM
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Aigen Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Aigen Investment Management held 834 positions worth $389M, down 9.9% from $432M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $28.7M in Q1 2026, closing 338 positions and reducing 110 holdings. Its most notable exit was Procter & Gamble, an estimated $5.41M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Aigen Investment Management opened a new position in Sempra worth $6.03M.

  • Aigen Investment Management's largest Q1 2026 buy was Sempra: 62,030 shares worth $6.03M.
  • Aigen Investment Management added most to Home Depot in Q1 2026, an estimated $6.24M increase.
  • Aigen Investment Management's biggest Q1 2026 reduction was Blackrock, cutting an estimated $6.89M.
  • Aigen Investment Management fully exited Procter & Gamble in Q1 2026, selling an estimated $5.41M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $389M portfolio in Q1 2026.
  • Aigen Investment Management opened 284 new positions and closed 338 in Q1 2026.
  • Aigen Investment Management's portfolio value fell 9.9% quarter-over-quarter to $389M.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.