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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
-3.89%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$59.7M
Cap. Flow
+$86.6M
Cap. Flow %
13.81%
Top 10 Hldgs %
8.76%
Holding
1,093
New
396
Increased
182
Reduced
149
Closed
366

Top Buys

Rank Stock Value
1
USB icon
US Bancorp
USB
+$7.36M
2
BSX icon
Boston Scientific
BSX
+$6.53M
3
AON icon
Aon
AON
+$5.83M
4
AMAT icon
Applied Materials
AMAT
+$5.65M
5
PNC icon
PNC Financial Services
PNC
+$4.69M

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$6.12M
2
RL icon
Ralph Lauren
RL
+$5.45M
3
MDT icon
Medtronic
MDT
+$5.44M
4
MSI icon
Motorola Solutions
MSI
+$4.42M
5
GD icon
General Dynamics
GD
+$4.35M

Sector Composition

Rank Sector Weight
1 Technology 15.65%
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 Change
in Stake 		Capital Flow
USPH icon
551
US Physical Therapy
USPH
$1.22B
$256K 0.04%
3,537
-620
-15% -$52K
SHG icon
552
Shinhan Financial Group
SHG
$34.8B
$255K 0.04%
+7,954
New +$267K
YPF icon
553
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$255K 0.04%
7,280
-3,126
-30% -$120K
SWKS icon
554
Skyworks Solutions
SWKS
$10.4B
$254K 0.04%
+3,928
New +$299K
BBT
555
Beacon Financial Corp
BBT
$2.64B
$253K 0.04%
+9,713
New +$271K
PM icon
556
Philip Morris
PM
$290B
$253K 0.04%
+1,594
New +$226K
OII icon
557
Oceaneering
OII
$5.09B
$253K 0.04%
+11,599
New +$275K
SNV
558
DELISTED
Synovus
SNV
$253K 0.04%
+5,406
New +$279K
ACT icon
559
Enact Holdings
ACT
$6.67B
$252K 0.04%
+7,252
New +$242K
APPF icon
560
AppFolio
APPF
$7.07B
$251K 0.04%
1,141
+244
+27% +$56K
SIGI icon
561
Selective Insurance
SIGI
$5.66B
$250K 0.04%
2,733
-1,051
-28% -$92.1K
PAG icon
562
Penske Automotive Group
PAG
$14.2B
$250K 0.04%
1,734
-2,134
-55% -$342K
HOPE icon
563
Hope Bancorp
HOPE
$1.79B
$249K 0.04%
+23,783
New +$267K
SEB icon
564
Seaboard Corp
SEB
$4.06B
$248K 0.04%
92
+6
+7% +$15.8K
PPBI
565
DELISTED
Pacific Premier Bancorp
PPBI
$248K 0.04%
11,611
-1,081
-9% -$25.8K
PRCT icon
566
Procept Biorobotics
PRCT
$1.24B
$247K 0.04%
4,243
-976
-19% -$66.6K
AGI icon
567
Alamos Gold
AGI
$13.9B
$247K 0.04%
9,220
-52,962
-85% -$1.19M
WGO icon
568
Winnebago Industries
WGO
$906M
$246K 0.04%
7,150
+2,357
+49% +$99.9K
ZIM icon
569
ZIM Integrated Shipping Services
ZIM
$3.04B
$246K 0.04%
16,842
+867
+5% +$16.3K
J icon
570
Jacobs Solutions
J
$17.2B
$245K 0.04%
+2,043
New +$263K
BPOP icon
571
Popular Inc
BPOP
$11.1B
$244K 0.04%
2,640
-480
-15% -$46.7K
RES icon
572
RPC Inc
RES
$1.36B
$244K 0.04%
44,296
+6,780
+18% +$40.4K
MUSA icon
573
Murphy USA
MUSA
$10.2B
$242K 0.04%
515
-194
-27% -$92.1K
ALGN icon
574
Align Technology
ALGN
$12.5B
$241K 0.04%
1,520
-154
-9% -$30.2K
CIB icon
575
Grupo Cibest SA
CIB
$21.7B
$241K 0.04%
+5,986
New +$235K
21 22
23
24 25

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PG
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HBWM
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DAM
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Aigen Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Aigen Investment Management held 1,093 positions worth $627M, up 11% from $567M the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.

Aigen Investment Management deployed $86.6M of net new capital in Q1 2025, opening 396 new positions and adding to 182 existing holdings. Its largest new stake was Boston Scientific: 64,812 shares worth $6.54M.

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

On the sell side, the largest reduction was Medtronic, an estimated $5.44M trimmed.

  • Aigen Investment Management's largest Q1 2025 buy was Boston Scientific: 64,812 shares worth $6.54M.
  • Aigen Investment Management added most to US Bancorp in Q1 2025, an estimated $7.36M increase.
  • Aigen Investment Management's biggest Q1 2025 reduction was Medtronic, cutting an estimated $5.44M.
  • Aigen Investment Management fully exited ConocoPhillips in Q1 2025, selling an estimated $6.12M.
  • Aigen Investment Management's ten largest holdings make up 8.8% of its $627M portfolio in Q1 2025.
  • Aigen Investment Management opened 396 new positions and closed 366 in Q1 2025.
  • Aigen Investment Management's portfolio value rose 11% quarter-over-quarter to $627M.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.