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 | |
|---|---|---|---|---|---|---|
576
Dropbox
DBX
$8.3B
| $595K | 0.04% |
+24,217
| New | +$595K |
|
577
News Corp Class A
NWSA
$16.3B
| $594K | 0.04% |
+27,251
| New | +$594K |
|
578
Vroom, Inc. Common Stock
VRM
$135M
| $594K | 0.04% |
589
+394
| +202% | +$397K |
|
579
Altice USA
ATUS
$1.11B
| $586K | 0.04% |
37,640
-26,368
| -41% | -$411K |
|
580
Portland General Electric
POR
$4.63B
| $586K | 0.04% |
+11,382
| New | +$586K |
|
581
Atmos Energy
ATO
$26.4B
| $583K | 0.04% |
5,960
-11,342
| -66% | -$1.11M |
|
582
Amgen
AMGN
$149B
| $582K | 0.04% |
+2,743
| New | +$582K |
|
583
Commercial Metals
CMC
$6.58B
| $580K | 0.04% |
+17,067
| New | +$580K |
|
584
Brown-Forman Class B
BF.B
$12.9B
| $576K | 0.04% |
8,009
-16,842
| -68% | -$1.21M |
|
585
Harley-Davidson
HOG
$3.65B
| $552K | 0.03% |
14,784
+3,795
| +35% | +$142K |
|
|
JOYY
586
JOYY Inc. American Depositary Shares
JOYY
$3.24B
| $551K | 0.03% |
+11,536
| New | +$551K |
|
|
STOR
587
DELISTED
STORE Capital Corporation
STOR
| $549K | 0.03% |
+16,118
| New | +$549K |
|
588
West Fraser Timber
WFG
$5.84B
| $548K | 0.03% |
+6,054
| New | +$548K |
|
589
Performance Food Group
PFGC
$16.2B
| $546K | 0.03% |
11,982
-3,088
| -20% | -$141K |
|
590
Cooper Companies
COO
$13.4B
| $544K | 0.03% |
+5,180
| New | +$544K |
|
591
Molson Coors Class B
TAP
$9.61B
| $541K | 0.03% |
+11,745
| New | +$541K |
|
592
Bank of Montreal
BMO
$90.9B
| $540K | 0.03% |
+5,090
| New | +$540K |
|
|
OTLY
593
Oatly Group
OTLY
$514M
| $533K | 0.03% |
+3,341
| New | +$533K |
|
594
Confluent
CFLT
$6.85B
| $531K | 0.03% |
+7,455
| New | +$531K |
|
595
Whirlpool
WHR
$5.2B
| $531K | 0.03% |
+2,280
| New | +$531K |
|
|
SPWR
596
DELISTED
SunPower Corporation Common Stock
SPWR
| $531K | 0.03% |
+22,969
| New | +$531K |
|
597
Prudential Financial
PRU
$37.2B
| $529K | 0.03% |
+4,959
| New | +$529K |
|
|
ANSS
598
DELISTED
Ansys
ANSS
| $528K | 0.03% |
+1,346
| New | +$528K |
|
599
ManpowerGroup
MAN
$1.75B
| $528K | 0.03% |
+5,543
| New | +$528K |
|
600
Arrow Electronics
ARW
$6.52B
| $527K | 0.03% |
+4,165
| New | +$527K |
|