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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
+5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$604M
AUM Growth
–
Cap. Flow
+$591M
Cap. Flow
% of AUM
97.94%
Top 10 Holdings %
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$10.3M |
| 2 |
Zoetis
ZTS
|
+$9.81M |
| 3 |
Johnson Controls International
JCI
|
+$7.88M |
| 4 |
Restaurant Brands International
QSR
|
+$7.62M |
| 5 |
FirstEnergy
FE
|
+$7.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.16% |
| 2 | Consumer Discretionary | 13.68% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 11.56% |
| 5 | Technology | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
STMicroelectronics
STM
$50B
| $263K | 0.04% |
+9,769
| New | +$231K |
|
477
Sterling Infrastructure
STRL
$16.7B
| $262K | 0.04% |
+18,580
| New | +$280K |
|
478
Chipotle Mexican Grill
CMG
$41.5B
| $260K | 0.04% |
+15,500
| New | +$249K |
|
479
Enanta Pharmaceuticals
ENTA
$400M
| $260K | 0.04% |
+4,215
| New | +$261K |
|
|
TPC
480
Tutor Perini Cor
TPC
$5.21B
| $259K | 0.04% |
+20,163
| New | +$311K |
|
|
MOBL
481
DELISTED
MobileIron, Inc.
MOBL
| $258K | 0.04% |
+53,152
| New | +$283K |
|
|
AAN.A
482
DELISTED
The Aaron's Company Inc Class A
AAN.A
| $256K | 0.04% |
+4,485
| New | +$256K |
|
483
Pan American Silver
PAAS
$21.6B
| $254K | 0.04% |
+10,716
| New | +$198K |
|
484
Albany International
AIN
$1.78B
| $253K | 0.04% |
+3,337
| New | +$277K |
|
485
Blackbaud
BLKB
$2.08B
| $253K | 0.04% |
+3,178
| New | +$266K |
|
486
Harmony Gold Mining
HMY
$12.3B
| $252K | 0.04% |
+69,300
| New | +$222K |
|
487
PLDT
PHI
$4.33B
| $252K | 0.04% |
+12,607
| New | +$264K |
|
488
Cenovus Energy
CVE
$52.1B
| $251K | 0.04% |
+24,761
| New | +$225K |
|
489
e.l.f. Beauty
ELF
$5.81B
| $249K | 0.04% |
+15,463
| New | +$257K |
|
|
SCHW
490
Charles Schwab
SCHW
$187B
| $249K | 0.04% |
+5,241
| New | +$231K |
|
|
GLUU
491
DELISTED
Glu Mobile Inc.
GLUU
| $249K | 0.04% |
+41,201
| New | +$235K |
|
|
ACR
492
ACRES Commercial Realty
ACR
$108M
| $248K | 0.04% |
+6,986
| New | +$245K |
|
493
Casella Waste Systems
CWST
$5.69B
| $246K | 0.04% |
+5,346
| New | +$236K |
|
494
SLR Investment Corp
SLRC
$715M
| $246K | 0.04% |
+11,950
| New | +$245K |
|
|
VISN
495
Vistance Networks Inc
VISN
$2.52B
| $245K | 0.04% |
+17,257
| New | +$224K |
|
496
Independence Realty Trust
IRT
$4.07B
| $245K | 0.04% |
+17,419
| New | +$254K |
|
497
Bright Horizons
BFAM
$3.86B
| $244K | 0.04% |
+1,624
| New | +$244K |
|
498
Smith & Wesson
SWBI
$637M
| $244K | 0.04% |
+34,237
| New | +$209K |
|
|
BGG
499
DELISTED
Briggs & Stratton Corp.
BGG
| $244K | 0.04% |
+36,608
| New | +$225K |
|
500
Chemours
CC
$2.37B
| $243K | 0.04% |
+13,414
| New | +$223K |
|
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Aigen Investment Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Aigen Investment Management, which disclosed 1,169 positions worth $604M. Its ten largest holdings account for 12% of the portfolio.
Its largest position is Wells Fargo: 195,937 shares worth $10.5M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Consumer Discretionary and Financials.
- Aigen Investment Management's largest Q4 2019 buy was Wells Fargo: 195,937 shares worth $10.5M.
- Aigen Investment Management's ten largest holdings make up 12% of its $604M portfolio in Q4 2019.
- Aigen Investment Management disclosed 1,169 positions in Q4 2019, its first 13F filing on record.
Based on Aigen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.