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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
CRH icon
476
CRH
CRH
$67.3B
$325K 0.05%
+3,695
New +$363K
KAI icon
477
Kadant
KAI
$4.04B
$324K 0.05%
+963
New +$350K
CVNA icon
478
Carvana
CVNA
$78.8B
$321K 0.05%
7,675
-11,115
-59% -$492K
KMT icon
479
Kennametal
KMT
$2.41B
$320K 0.05%
+15,025
New +$341K
ORA icon
480
Ormat Technologies
ORA
$7.08B
$319K 0.05%
4,502
-1,776
-28% -$120K
NHI icon
481
National Health Investors
NHI
$3.4B
$318K 0.05%
+4,312
New +$304K
NUVL
482
DELISTED
Nuvalent
NUVL
$318K 0.05%
4,483
-322
-7% -$25.2K
ALGT icon
483
Allegiant Air
ALGT
$2.43B
$317K 0.05%
+6,143
New +$494K
RUSHA icon
484
Rush Enterprises Class A
RUSHA
$9.47B
$317K 0.05%
+5,933
New +$340K
BLKB icon
485
Blackbaud
BLKB
$2.1B
$316K 0.05%
+5,097
New +$362K
WDS icon
486
Woodside Energy
WDS
$44.3B
$316K 0.05%
21,807
+3,709
+20% +$56.4K
GGB icon
487
Gerdau
GGB
$9.48B
$314K 0.05%
+110,435
New +$322K
EVER icon
488
EverQuote
EVER
$887M
$313K 0.05%
11,964
-491
-4% -$11.2K
TNET icon
489
TriNet
TNET
$3.07B
$313K 0.05%
+3,952
New +$328K
ITRI icon
490
Itron
ITRI
$4.55B
$311K 0.05%
+2,969
New +$311K
RRX icon
491
Regal Rexnord
RRX
$11.7B
$310K 0.05%
+2,719
New +$378K
IMKTA icon
492
Ingles Markets
IMKTA
$1.62B
$309K 0.05%
+4,748
New +$303K
RDDT icon
493
Reddit
RDDT
$30.7B
$309K 0.05%
2,944
-15,024
-84% -$2.48M
FOR icon
494
Forestar Group
FOR
$1.48B
$304K 0.05%
+14,363
New +$334K
CW icon
495
Curtiss-Wright
CW
$26.4B
$302K 0.05%
+951
New +$321K
PRU icon
496
Prudential Financial
PRU
$42B
$301K 0.05%
+2,699
New +$308K
VRSK icon
497
Verisk Analytics
VRSK
$23.5B
$301K 0.05%
+1,011
New +$291K
FYBR
498
DELISTED
Frontier Communications
FYBR
$301K 0.05%
+8,390
New +$300K
CNNE icon
499
Cannae Holdings
CNNE
$656M
$299K 0.05%
+16,286
New +$307K
COUR icon
500
Coursera
COUR
$1.51B
$298K 0.05%
44,700
+30,072
+206% +$239K
18 19
20
21 22

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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.