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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
+8.42%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$103M
Cap. Flow
+$65.4M
Cap. Flow %
8.96%
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$7.61M
2
UNP icon
Union Pacific
UNP
+$6.16M
3
MCD icon
McDonald's
MCD
+$6.05M
4
FISV
Fiserv Inc
FISV
+$5.83M
5
ABBV icon
AbbVie
ABBV
+$5.51M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$6.07M
2
USB icon
US Bancorp
USB
+$5.86M
3
AMAT icon
Applied Materials
AMAT
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
CSX icon
CSX Corp
CSX
+$3.67M

Sector Composition

Rank Sector Weight
1 Technology 17.12%
2 Consumer Discretionary 15.57%
3 Financials 13.9%
4 Industrials 12.85%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNC icon
476
Tennant Co
TNC
$1.19B
$362K 0.05%
4,667
-1,553
-25% -$115K
TSM icon
477
TSMC
TSM
$2.18T
$361K 0.05%
1,596
-17,364
-92% -$3.22M
UCTT
478
Ultra Clean Holdings
UCTT
$3.77B
$361K 0.05%
+16,000
New +$328K
BC icon
479
Brunswick
BC
$5.18B
$361K 0.05%
+6,533
New +$330K
SEI
480
Solaris Energy Infrastructure
SEI
$3.89B
$359K 0.05%
+12,706
New +$299K
KMX icon
481
CarMax
KMX
$8.38B
$357K 0.05%
5,309
-24,225
-82% -$1.63M
PRU icon
482
Prudential Financial
PRU
$42B
$357K 0.05%
3,321
+622
+23% +$64.4K
BMBL icon
483
Bumble
BMBL
$363M
$357K 0.05%
+54,115
New +$273K
CLB icon
484
Core Laboratories
CLB
$554M
$351K 0.05%
+30,491
New +$362K
BUSE icon
485
First Busey Corp
BUSE
$2.54B
$351K 0.05%
15,328
+2,844
+23% +$61.6K
NWN icon
486
Northwest Natural Holdings
NWN
$2.08B
$350K 0.05%
+8,823
New +$366K
WD icon
487
Walker & Dunlop
WD
$1.51B
$349K 0.05%
+4,945
New +$357K
AS icon
488
Amer Sports
AS
$21B
$347K 0.05%
+8,962
New +$276K
QRVO icon
489
Qorvo
QRVO
$8.57B
$347K 0.05%
+4,087
New +$295K
AMX icon
490
America Movil
AMX
$71.6B
$342K 0.05%
19,087
-41,790
-69% -$695K
MKSI icon
491
MKS Inc
MKSI
$19.9B
$341K 0.05%
3,434
-8,474
-71% -$689K
VECO icon
492
Veeco
VECO
$3.03B
$336K 0.05%
16,553
-7,484
-31% -$148K
FRPT icon
493
Freshpet
FRPT
$3.25B
$336K 0.05%
+4,939
New +$386K
CNXC icon
494
Concentrix
CNXC
$1.57B
$334K 0.05%
6,314
– –
CLX icon
495
Clorox
CLX
$13B
$334K 0.05%
2,778
-4,161
-60% -$555K
NWL icon
496
Newell Brands
NWL
$2.52B
$332K 0.05%
+61,540
New +$326K
JAMF
497
DELISTED
Jamf
JAMF
$331K 0.05%
34,831
+11,687
+50% +$125K
NSP icon
498
Insperity
NSP
$1.96B
$331K 0.05%
+5,506
New +$385K
MIRM icon
499
Mirum Pharmaceuticals
MIRM
$5.99B
$331K 0.05%
6,504
-3,425
-34% -$152K
IONS icon
500
Ionis Pharmaceuticals
IONS
$9.42B
$328K 0.04%
+8,298
New +$272K
18 19
20
21 22

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Aigen Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Aigen Investment Management held 1,126 positions worth $730M, up 16% from $627M the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Aigen Investment Management deployed $65.4M of net new capital in Q2 2025, opening 399 new positions and adding to 185 existing holdings. Its largest new stake was Amphenol: 93,074 shares worth $9.19M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was US Bancorp, an estimated $5.86M trimmed.

  • Aigen Investment Management's largest Q2 2025 buy was Amphenol: 93,074 shares worth $9.19M.
  • Aigen Investment Management added most to AbbVie in Q2 2025, an estimated $5.51M increase.
  • Aigen Investment Management's biggest Q2 2025 reduction was US Bancorp, cutting an estimated $5.86M.
  • Aigen Investment Management fully exited Aon in Q2 2025, selling an estimated $6.07M.
  • Aigen Investment Management's ten largest holdings make up 8.7% of its $730M portfolio in Q2 2025.
  • Aigen Investment Management opened 399 new positions and closed 376 in Q2 2025.
  • Aigen Investment Management's portfolio value rose 16% quarter-over-quarter to $730M.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.