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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
AAL icon
551
American Airlines Group
AAL
$9.93B
– –
-10,565
Closed -$119K
AAT
552
American Assets Trust
AAT
$1.38B
– –
-12,397
Closed -$252K
ABBV icon
553
AbbVie
ABBV
$438B
– –
-12,415
Closed -$2.87M
ABNB icon
554
Airbnb
ABNB
$111B
– –
-14,447
Closed -$1.75M
ACHC icon
555
Acadia Healthcare
ACHC
$2.96B
– –
-37,170
Closed -$920K
ACIC icon
556
American Coastal Insurance
ACIC
$470M
– –
-10,490
Closed -$119K
ACN icon
557
Accenture
ACN
$109B
– –
-4,578
Closed -$1.13M
ADNT icon
558
Adient
ADNT
$1.44B
– –
-25,560
Closed -$615K
ADT icon
559
ADT
ADT
$5.49B
– –
-170,193
Closed -$1.48M
AEVA
560
Aeva Technologies
AEVA
$1.65B
– –
-12,688
Closed -$184K
AFRM icon
561
Affirm
AFRM
$25.3B
– –
-9,956
Closed -$728K
AGNC icon
562
AGNC Investment
AGNC
$12.8B
– –
-29,124
Closed -$285K
AHRT
563
AH Realty Trust
AHRT
$503M
– –
-25,464
Closed -$179K
AIT icon
564
Applied Industrial Technologies
AIT
$13.2B
– –
-4,350
Closed -$1.14M
AKAM icon
565
Akamai
AKAM
$16.9B
– –
-6,702
Closed -$508K
ALEX
566
DELISTED
Alexander & Baldwin
ALEX
– –
-12,846
Closed -$234K
ALHC icon
567
Alignment Healthcare
ALHC
$2.86B
– –
-38,192
Closed -$666K
ALNY icon
568
Alnylam Pharmaceuticals
ALNY
$29B
– –
-4,538
Closed -$2.07M
AMBA icon
569
Ambarella
AMBA
$3.6B
– –
-3,207
Closed -$265K
AME icon
570
Ametek
AME
$58B
– –
-14,196
Closed -$2.67M
AMH icon
571
American Homes 4 Rent
AMH
$12.3B
– –
-47,708
Closed -$1.59M
AMP icon
572
Ameriprise Financial
AMP
$49.2B
– –
-2,264
Closed -$1.11M
AMPX icon
573
Amprius Technologies
AMPX
$1.73B
– –
-27,190
Closed -$286K
AMSC icon
574
American Superconductor
AMSC
$1.5B
– –
-3,822
Closed -$227K
AON icon
575
Aon
AON
$75.7B
– –
-2,125
Closed -$758K
21 22
23
24 25

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SA
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WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
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.