AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+4.02%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.11B
(+213%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
67.67%
Top 10 Holdings %
Top 10 Hldgs %
9.49%
Holding
1,234
New
784
Increased
123
Reduced
114
Closed
213
Top Buys
| 1 |
Microsoft
MSFT
|
+$23.5M |
| 2 |
Procter & Gamble
PG
|
+$19.6M |
| 3 |
Amazon
AMZN
|
+$17.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17M |
| 5 |
AbbVie
ABBV
|
+$13.7M |
Top Sells
| 1 |
Hormel Foods
HRL
|
+$12.3M |
| 2 |
T-Mobile US
TMUS
|
+$8.64M |
| 3 |
BHP
BHP
|
+$6.43M |
| 4 |
Carrier Global
CARR
|
+$5.97M |
| 5 |
Trimble
TRMB
|
+$5.11M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Consumer Discretionary | 18.36% |
| 3 | Consumer Staples | 10.2% |
| 4 | Healthcare | 9.86% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Darden Restaurants
DRI
$24.7B
| $694K | 0.04% |
+4,664
| New | +$694K |
|
527
Church & Dwight Co
CHD
$22.7B
| $693K | 0.04% |
+7,230
| New | +$693K |
|
528
Lufax Holding
LU
$2.54B
| $693K | 0.04% |
+28,504
| New | +$693K |
|
529
Burlington
BURL
$17.6B
| $691K | 0.04% |
+2,391
| New | +$691K |
|
530
Service Corp International
SCI
$11B
| $691K | 0.04% |
10,026
+5,198
| +108% | +$358K |
|
531
Veeva Systems
VEEV
$45B
| $691K | 0.04% |
+2,665
| New | +$691K |
|
532
Bumble
BMBL
$682M
| $690K | 0.04% |
+20,704
| New | +$690K |
|
533
Avient
AVNT
$3.34B
| $688K | 0.04% |
+12,350
| New | +$688K |
|
534
Thor Industries
THO
$5.66B
| $683K | 0.04% |
+6,657
| New | +$683K |
|
535
Abercrombie & Fitch
ANF
$4.54B
| $681K | 0.04% |
+20,192
| New | +$681K |
|
536
AB InBev
BUD
$115B
| $678K | 0.04% |
+11,904
| New | +$678K |
|
537
10x Genomics
TXG
$1.57B
| $675K | 0.04% |
+4,765
| New | +$675K |
|
|
POSH
538
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
| $672K | 0.04% |
+36,939
| New | +$672K |
|
|
AYX
539
DELISTED
Alteryx, Inc.
AYX
| $670K | 0.04% |
+10,646
| New | +$670K |
|
540
AES
AES
$9.06B
| $663K | 0.04% |
+27,332
| New | +$663K |
|
541
United Parks & Resorts
PRKS
$2.77B
| $661K | 0.04% |
10,316
+5,687
| +123% | +$364K |
|
542
Perrigo
PRGO
$3.04B
| $660K | 0.04% |
17,896
+10,685
| +148% | +$394K |
|
543
WEX
WEX
$5.81B
| $657K | 0.04% |
+5,045
| New | +$657K |
|
544
BP
BP
$89.5B
| $656K | 0.04% |
+24,321
| New | +$656K |
|
|
ATC
545
DELISTED
Atotech Limited
ATC
| $651K | 0.04% |
+26,032
| New | +$651K |
|
|
AUY
546
DELISTED
Yamana Gold, Inc.
AUY
| $649K | 0.04% |
+162,957
| New | +$649K |
|
547
Caesars Entertainment
CZR
$5.33B
| $647K | 0.04% |
7,291
-18,748
| -72% | -$1.66M |
|
548
Newmont
NEM
$86.2B
| $641K | 0.04% |
11,466
-82,194
| -88% | -$4.6M |
|
549
Ferrari
RACE
$84.4B
| $641K | 0.04% |
+2,486
| New | +$641K |
|
550
RTX Corp
RTX
$207B
| $641K | 0.04% |
+7,889
| New | +$641K |
|