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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
APA icon
576
APA Corp
APA
$14.4B
– –
-27,262
Closed -$662K
APH icon
577
Amphenol
APH
$207B
– –
-15,817
Closed -$1.96M
APLS
578
DELISTED
Apellis Pharmaceuticals
APLS
– –
-14,181
Closed -$321K
APP icon
579
Applovin
APP
$113B
– –
-693
Closed -$498K
AQN icon
580
Algonquin Power & Utilities
AQN
$4.36B
– –
-157,233
Closed -$1.18M
AR icon
581
Antero Resources
AR
$11.4B
– –
-9,754
Closed -$327K
ARDX icon
582
Ardelyx
ARDX
$997M
– –
-21,365
Closed -$118K
ARES icon
583
Ares Management
ARES
$31B
– –
-7,804
Closed -$1.25M
ARIS
584
DELISTED
Aris Water Solutions
ARIS
– –
-11,274
Closed -$278K
ARLO icon
585
Arlo Technologies
ARLO
$1.6B
– –
-30,524
Closed -$517K
AROC icon
586
Archrock
AROC
$5.81B
– –
-31,361
Closed -$825K
ARRY icon
587
Array Technologies
ARRY
$819M
– –
-14,674
Closed -$120K
ARWR icon
588
Arrowhead Research
ARWR
$12.5B
– –
-7,548
Closed -$260K
ASX icon
589
ASE Group
ASX
$82.7B
– –
-12,784
Closed -$142K
ATEC icon
590
Alphatec Holdings
ATEC
$1.47B
– –
-13,672
Closed -$199K
ATR icon
591
AptarGroup
ATR
$8.5B
– –
-1,672
Closed -$223K
ATRO icon
592
Astronics
ATRO
$3.72B
– –
-11,134
Closed -$423K
AUTL
593
Autolus Therapeutics
AUTL
$551M
– –
-65,617
Closed -$107K
AVDL
594
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-13,362
Closed -$204K
AVTR icon
595
Avantor
AVTR
$9.29B
– –
-68,457
Closed -$854K
AVY icon
596
Avery Dennison
AVY
$13.5B
– –
-5,017
Closed -$814K
AWI icon
597
Armstrong World Industries
AWI
$7.75B
– –
-3,371
Closed -$661K
AWK icon
598
American Water Works
AWK
$26.9B
– –
-6,225
Closed -$866K
AXON
599
Axon Enterprise
AXON
$48.4B
– –
-1,089
Closed -$782K
AXTA icon
600
Axalta
AXTA
$8.01B
– –
-93,964
Closed -$2.69M
22 23
24
25 26

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WCM
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PFPGI
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PG
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SI
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TCM
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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.