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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
+5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$604M
AUM Growth
–
Cap. Flow
+$591M
Cap. Flow
% of AUM
97.94%
Top 10 Holdings %
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$10.3M |
| 2 |
Zoetis
ZTS
|
+$9.81M |
| 3 |
Johnson Controls International
JCI
|
+$7.88M |
| 4 |
Restaurant Brands International
QSR
|
+$7.62M |
| 5 |
FirstEnergy
FE
|
+$7.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.16% |
| 2 | Consumer Discretionary | 13.68% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 11.56% |
| 5 | Technology | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LMNX
626
DELISTED
Luminex Corp
LMNX
| $134K | 0.02% |
+5,780
| New | +$119K |
|
|
ONDK
627
DELISTED
On Deck Capital, Inc.
ONDK
| $134K | 0.02% |
+32,285
| New | +$130K |
|
628
Universal Health Services
UHS
$10.5B
| $133K | 0.02% |
+930
| New | +$133K |
|
629
MKS Inc
MKSI
$20.6B
| $132K | 0.02% |
+1,197
| New | +$125K |
|
630
Barings BDC
BBDC
$965M
| $131K | 0.02% |
+12,776
| New | +$131K |
|
631
Ecopetrol
EC
$34.5B
| $130K | 0.02% |
+6,509
| New | +$120K |
|
632
Hackett Group
HCKT
$287M
| $127K | 0.02% |
+7,852
| New | +$125K |
|
633
Mercury Systems
MRCY
$6.52B
| $127K | 0.02% |
+1,837
| New | +$132K |
|
634
US Physical Therapy
USPH
$1.22B
| $127K | 0.02% |
+1,111
| New | +$138K |
|
|
MGLN
635
DELISTED
Magellan Health Services, Inc.
MGLN
| $127K | 0.02% |
+1,627
| New | +$114K |
|
|
CHU
636
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $127K | 0.02% |
+13,577
| New | +$130K |
|
|
ACRE
637
Ares Commercial Real Estate
ACRE
$270M
| $126K | 0.02% |
+7,964
| New | +$123K |
|
638
DXC Technology
DXC
$1.73B
| $126K | 0.02% |
+3,351
| New | +$109K |
|
639
St. Joe Company
JOE
$3.83B
| $126K | 0.02% |
+6,344
| New | +$117K |
|
640
Exponent
EXPO
$3.24B
| $125K | 0.02% |
+1,805
| New | +$119K |
|
641
Kelly Services Class A
KELYA
$528M
| $125K | 0.02% |
+5,550
| New | +$125K |
|
642
Polaris
PII
$4.07B
| $124K | 0.02% |
+1,222
| New | +$119K |
|
643
Dine Brands
DIN
$452M
| $122K | 0.02% |
+1,459
| New | +$113K |
|
644
Green Plains
GPRE
$1.03B
| $122K | 0.02% |
+7,904
| New | +$108K |
|
|
GTY
645
Getty Realty Corp
GTY
$2.07B
| $121K | 0.02% |
+3,696
| New | +$122K |
|
646
Kinsale Capital Group
KNSL
$8.51B
| $120K | 0.02% |
+1,176
| New | +$117K |
|
|
SRDX
647
DELISTED
Surmodics
SRDX
| $120K | 0.02% |
+2,900
| New | +$122K |
|
648
National Healthcare
NHC
$3.38B
| $119K | 0.02% |
+1,374
| New | +$115K |
|
649
Steel Dynamics
STLD
$37.6B
| $118K | 0.02% |
+3,481
| New | +$111K |
|
|
DRNA
650
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $118K | 0.02% |
+5,350
| New | +$108K |
|
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Aigen Investment Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Aigen Investment Management, which disclosed 1,169 positions worth $604M. Its ten largest holdings account for 12% of the portfolio.
Its largest position is Wells Fargo: 195,937 shares worth $10.5M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Consumer Discretionary and Financials.
- Aigen Investment Management's largest Q4 2019 buy was Wells Fargo: 195,937 shares worth $10.5M.
- Aigen Investment Management's ten largest holdings make up 12% of its $604M portfolio in Q4 2019.
- Aigen Investment Management disclosed 1,169 positions in Q4 2019, its first 13F filing on record.
Based on Aigen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.