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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
+0.5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$432M
AUM Growth
-$214M
Cap. Flow
-$209M
Cap. Flow %
-48.29%
Top 10 Hldgs %
12.7%
Holding
1,042
New
278
Increased
92
Reduced
180
Closed
492

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$7.69M
2
PG icon
Procter & Gamble
PG
+$5.56M
3
IBN icon
ICICI Bank
IBN
+$4.7M
4
MSI icon
Motorola Solutions
MSI
+$4.61M
5
VEEV icon
Veeva Systems
VEEV
+$4.49M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.12M
2
HON icon
Honeywell
HON
+$7.09M
3
BSX icon
Boston Scientific
BSX
+$6.15M
4
NRG icon
NRG Energy
NRG
+$5.93M
5
SCHW
Charles Schwab
SCHW
+$5.45M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 16.68%
3 Industrials 14.02%
4 Consumer Discretionary 13.74%
5 Healthcare 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVNS
501
DELISTED
Avanos Medical
AVNS
$145K 0.03%
12,902
+14
+0.1% +$160
DNN icon
502
Denison Mines
DNN
$2.95B
$144K 0.03%
+54,077
New +$147K
CGNT icon
503
Cognyte Software
CGNT
$689M
$141K 0.03%
+15,033
New +$130K
NEO icon
504
NeoGenomics
NEO
$2.14B
$140K 0.03%
11,910
-31,280
-72% -$337K
NOMD icon
505
Nomad Foods
NOMD
$1.63B
$140K 0.03%
+11,169
New +$136K
GNW icon
506
Genworth Financial
GNW
$3.75B
$139K 0.03%
15,448
-110,221
-88% -$960K
NXE icon
507
NexGen Energy
NXE
$6.91B
$139K 0.03%
+15,145
New +$134K
SGHC icon
508
SGHC Ltd
SGHC
$6.55B
$138K 0.03%
+11,587
New +$139K
PTLO icon
509
Portillo's
PTLO
$325M
$134K 0.03%
29,470
+15,528
+111% +$81.1K
DCH
510
Dauch Corp
DCH
$1.58B
$134K 0.03%
+20,861
New +$130K
PSEC icon
511
Prospect Capital
PSEC
$1.15B
$119K 0.03%
45,826
-50,384
-52% -$135K
FIGS icon
512
FIGS
FIGS
$2.39B
$118K 0.03%
+10,368
New +$97.1K
CRGY icon
513
Crescent Energy
CRGY
$4.03B
$107K 0.02%
12,708
-48,654
-79% -$427K
WEN icon
514
Wendy's
WEN
$1.39B
$105K 0.02%
+12,662
New +$109K
AEG icon
515
Aegon
AEG
$14B
$103K 0.02%
+13,352
New +$102K
SNAP icon
516
Snap
SNAP
$9.05B
$97K 0.02%
+12,017
New +$95.1K
XERS icon
517
Xeris Biopharma Holdings
XERS
$1.46B
$96.3K 0.02%
12,262
-6,867
-36% -$54K
TRTX
518
TPG RE Finance Trust
TRTX
$608M
$94.2K 0.02%
10,936
-17,747
-62% -$157K
LAC
519
Lithium Americas
LAC
$1.18B
$93.3K 0.02%
+21,407
New +$124K
FFWM
520
DELISTED
First Foundation Inc
FFWM
$91.8K 0.02%
14,898
-11,745
-44% -$65.7K
BHC icon
521
Bausch Health
BHC
$2.37B
$77.8K 0.02%
11,199
-27,461
-71% -$181K
JBLU icon
522
JetBlue
JBLU
$2.13B
$77K 0.02%
+16,926
New +$77.2K
VIR icon
523
Vir Biotechnology
VIR
$1.5B
$76.2K 0.02%
+12,635
New +$75.2K
GGB icon
524
Gerdau
GGB
$9.74B
$71.2K 0.02%
19,304
-21,366
-53% -$74.7K
PLTK icon
525
Playtika
PLTK
$1.07B
$70.9K 0.02%
17,944
-4,503
-20% -$17.6K
19 20
21
22 23

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WCM
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PFPGI
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PG
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SI
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TCM
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HBWM
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DAM
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Aigen Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Aigen Investment Management held 1,042 positions worth $432M, down 33% from $646M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Aigen Investment Management withdrew a net $209M in Q4 2025, closing 492 positions and reducing 180 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $7.12M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.

Against the trend, Aigen Investment Management opened a new position in Blackrock worth $7.53M.

  • Aigen Investment Management's largest Q4 2025 buy was Blackrock: 7,038 shares worth $7.53M.
  • Aigen Investment Management added most to ICICI Bank in Q4 2025, an estimated $4.7M increase.
  • Aigen Investment Management's biggest Q4 2025 reduction was Boston Scientific, cutting an estimated $6.15M.
  • Aigen Investment Management fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $7.12M.
  • Aigen Investment Management's ten largest holdings make up 13% of its $432M portfolio in Q4 2025.
  • Aigen Investment Management opened 278 new positions and closed 492 in Q4 2025.
  • Aigen Investment Management's portfolio value fell 33% quarter-over-quarter to $432M.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.