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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
ACRE
501
Ares Commercial Real Estate
ACRE
$254M
– –
-13,797
Closed -$66K
ACVA icon
502
ACV Auctions
ACVA
$1.34B
– –
-19,771
Closed -$159K
ADP icon
503
Automatic Data Processing
ADP
$98.1B
– –
-14,646
Closed -$3.77M
AEG icon
504
Aegon
AEG
$13.4B
– –
-13,352
Closed -$103K
AEM icon
505
Agnico Eagle Mines
AEM
$72.4B
– –
-3,170
Closed -$738K
AEO icon
506
American Eagle Outfitters
AEO
$2.81B
– –
-47,334
Closed -$1.25M
AEP icon
507
American Electric Power
AEP
$73.9B
– –
-20,098
Closed -$2.32M
AES icon
508
AES
AES
$10.6B
– –
-12,155
Closed -$174K
AGIO icon
509
Agios Pharmaceuticals
AGIO
$2.16B
– –
-25,915
Closed -$705K
AIRS icon
510
AirSculpt Technologies
AIRS
$329M
– –
-18,076
Closed -$35.8K
ALLE icon
511
Allegion
ALLE
$13.1B
– –
-1,804
Closed -$287K
ALLO icon
512
Allogene Therapeutics
ALLO
$618M
– –
-15,416
Closed -$21.1K
ALSN icon
513
Allison Transmission
ALSN
$10B
– –
-2,281
Closed -$223K
AMRX icon
514
Amneal Pharmaceuticals
AMRX
$5.77B
– –
-37,674
Closed -$475K
AMR icon
515
Alpha Metallurgical Resources
AMR
$1.77B
– –
-1,761
Closed -$352K
ANF icon
516
Abercrombie & Fitch
ANF
$4.06B
– –
-6,609
Closed -$832K
ARCC icon
517
Ares Capital
ARCC
$13.4B
– –
-31,808
Closed -$643K
ARIS
518
Aris Mining
ARIS
$3.02B
– –
-22,763
Closed -$369K
ARW icon
519
Arrow Electronics
ARW
$11B
– –
-4,351
Closed -$479K
ASB icon
520
Associated Banc-Corp
ASB
$5.76B
– –
-19,789
Closed -$510K
EFOR
521
Everforth Inc
EFOR
$811M
– –
-9,519
Closed -$459K
ASIX icon
522
AdvanSix
ASIX
$570M
– –
-10,803
Closed -$187K
AUR icon
523
Aurora
AUR
$11.6B
– –
-92,342
Closed -$355K
AVNS icon
524
Avanos Medical
AVNS
$1.17B
– –
-12,902
Closed -$145K
AVNT icon
525
Avient
AVNT
$3.39B
– –
-9,540
Closed -$298K
19 20
21
22 23

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HP
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PFPGI
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RWM
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CFA
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PG
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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.