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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
BVN icon
576
Compañía de Minas Buenaventura
BVN
$8.78B
$240K 0.04%
15,385
-6,675
-30% -$89.7K
GPC icon
577
Genuine Parts
GPC
$18.5B
$240K 0.04%
2,016
-5,264
-72% -$633K
TRV icon
578
Travelers Companies
TRV
$78.3B
$239K 0.04%
902
-1,179
-57% -$294K
IIPR icon
579
Innovative Industrial Properties
IIPR
$1.66B
$238K 0.04%
+4,407
New +$305K
QSR icon
580
Restaurant Brands International
QSR
$25.4B
$238K 0.04%
3,576
-6,545
-65% -$422K
ROAD icon
581
Construction Partners
ROAD
$6.71B
$237K 0.04%
+3,292
New +$259K
DIN icon
582
Dine Brands
DIN
$453M
$236K 0.04%
10,127
+659
+7% +$17.8K
AMKR icon
583
Amkor Technology
AMKR
$13.1B
$235K 0.04%
+12,992
New +$293K
LDOS icon
584
Leidos
LDOS
$17.5B
$234K 0.04%
1,737
-3,016
-63% -$421K
KWR icon
585
Quaker Houghton
KWR
$2.96B
$234K 0.04%
1,895
-787
-29% -$107K
JJSF icon
586
J&J Snack Foods
JJSF
$1.68B
$232K 0.04%
+1,765
New +$237K
BKE icon
587
Buckle
BKE
$2.4B
$232K 0.04%
+6,052
New +$262K
TTMI icon
588
TTM Technologies
TTMI
$13.7B
$232K 0.04%
+11,297
New +$273K
CRL icon
589
Charles River Laboratories
CRL
$13.2B
$231K 0.04%
+1,536
New +$258K
BKU icon
590
Bankunited
BKU
$3.3B
$231K 0.04%
+6,704
New +$253K
SRRK icon
591
Scholar Rock
SRRK
$6.32B
$229K 0.04%
+7,112
New +$274K
AOS icon
592
A.O. Smith
AOS
$8.48B
$228K 0.04%
3,490
-21,953
-86% -$1.48M
ASND icon
593
Ascendis Pharma A/S
ASND
$16.8B
$228K 0.04%
1,463
-869
-37% -$124K
GTLS
594
DELISTED
Chart Industries
GTLS
$228K 0.04%
+1,577
New +$290K
ARCO icon
595
Arcos Dorados Holdings
ARCO
$1.7B
$228K 0.04%
28,243
-7,034
-20% -$55.4K
MOV icon
596
Movado Group
MOV
$817M
$227K 0.04%
13,591
+3,371
+33% +$63.9K
ALRM icon
597
Alarm.com
ALRM
$2.77B
$227K 0.04%
4,082
-788
-16% -$47.3K
NTST
598
NETSTREIT Corp
NTST
$2.03B
$226K 0.04%
14,288
+4,022
+39% +$58.8K
CGNX icon
599
Cognex
CGNX
$10.8B
$226K 0.04%
7,579
-26,376
-78% -$929K
GM icon
600
General Motors
GM
$77.2B
$226K 0.04%
4,798
-21,328
-82% -$1.05M
22 23
24
25 26

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PG
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HBWM
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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.