AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
-3.89%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$627M
AUM Growth
+$59.7M
(+11%)
Cap. Flow
+$69.6M
Cap. Flow
% of AUM
11.1%
Top 10 Holdings %
Top 10 Hldgs %
8.76%
Holding
1,093
New
396
Increased
182
Reduced
149
Closed
366
Top Buys
| 1 |
US Bancorp
USB
|
+$6.73M |
| 2 |
Boston Scientific
BSX
|
+$6.54M |
| 3 |
Aon
AON
|
+$6.07M |
| 4 |
Applied Materials
AMAT
|
+$4.88M |
| 5 |
Mastercard
MA
|
+$4.64M |
Top Sells
| 1 |
ConocoPhillips
COP
|
+$6.12M |
| 2 |
Medtronic
MDT
|
+$5.47M |
| 3 |
Ralph Lauren
RL
|
+$5.45M |
| 4 |
General Dynamics
GD
|
+$4.56M |
| 5 |
Motorola Solutions
MSI
|
+$4.42M |
Sector Composition
| 1 | Technology | 15.68% |
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
CRH
CRH
$75.2B
| $325K | 0.05% |
+3,695
| New | +$325K |
|
477
Kadant
KAI
$3.84B
| $324K | 0.05% |
+963
| New | +$324K |
|
478
Carvana
CVNA
$51.4B
| $321K | 0.05% |
1,535
-2,223
| -59% | -$465K |
|
479
Kennametal
KMT
$1.63B
| $320K | 0.05% |
+15,025
| New | +$320K |
|
480
Ormat Technologies
ORA
$5.48B
| $319K | 0.05% |
4,502
-1,776
| -28% | -$126K |
|
481
National Health Investors
NHI
$3.73B
| $318K | 0.05% |
+4,312
| New | +$318K |
|
482
Nuvalent
NUVL
$5.76B
| $318K | 0.05% |
4,483
-322
| -7% | -$22.8K |
|
483
Allegiant Air
ALGT
$1.15B
| $317K | 0.05% |
+6,143
| New | +$317K |
|
484
Rush Enterprises Class A
RUSHA
$4.52B
| $317K | 0.05% |
+5,933
| New | +$317K |
|
485
Blackbaud
BLKB
$3.29B
| $316K | 0.05% |
+5,097
| New | +$316K |
|
486
Woodside Energy
WDS
$31B
| $316K | 0.05% |
21,807
+3,709
| +20% | +$53.7K |
|
487
Gerdau
GGB
$6.31B
| $314K | 0.05% |
+110,435
| New | +$314K |
|
488
EverQuote
EVER
$866M
| $313K | 0.05% |
11,964
-491
| -4% | -$12.9K |
|
489
TriNet
TNET
$3.38B
| $313K | 0.05% |
+3,952
| New | +$313K |
|
490
Itron
ITRI
$5.49B
| $311K | 0.05% |
+2,969
| New | +$311K |
|
491
Regal Rexnord
RRX
$9.54B
| $310K | 0.05% |
+2,719
| New | +$310K |
|
492
Ingles Markets
IMKTA
$1.33B
| $309K | 0.05% |
+4,748
| New | +$309K |
|
493
Reddit
RDDT
$43B
| $309K | 0.05% |
2,944
-15,024
| -84% | -$1.58M |
|
494
Forestar Group
FOR
$1.45B
| $304K | 0.05% |
+14,363
| New | +$304K |
|
495
Curtiss-Wright
CW
$18.2B
| $302K | 0.05% |
+951
| New | +$302K |
|
496
Prudential Financial
PRU
$37.2B
| $301K | 0.05% |
+2,699
| New | +$301K |
|
497
Verisk Analytics
VRSK
$38.1B
| $301K | 0.05% |
+1,011
| New | +$301K |
|
498
Frontier Communications
FYBR
$9.34B
| $301K | 0.05% |
+8,390
| New | +$301K |
|
499
Cannae Holdings
CNNE
$1.09B
| $299K | 0.05% |
+16,286
| New | +$299K |
|
500
Coursera
COUR
$1.9B
| $298K | 0.05% |
44,700
+30,072
| +206% | +$200K |
|