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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
(+11%)
Cap. Flow
+$86.6M
Cap. Flow
% of AUM
13.81%
Top 10 Holdings %
Top 10 Hldgs %
8.76%
Holding
1,093
New
396
Increased
182
Reduced
149
Closed
366
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
US Bancorp
USB
|
+$7.36M |
| 2 |
Boston Scientific
BSX
|
+$6.53M |
| 3 |
Aon
AON
|
+$5.83M |
| 4 |
Applied Materials
AMAT
|
+$5.65M |
| 5 |
PNC Financial Services
PNC
|
+$4.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ConocoPhillips
COP
|
+$6.12M |
| 2 |
Ralph Lauren
RL
|
+$5.45M |
| 3 |
Medtronic
MDT
|
+$5.44M |
| 4 |
Motorola Solutions
MSI
|
+$4.42M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
651
Suzano
SUZ
$10B
| $158K | 0.03% |
+17,018
| New | +$170K |
|
|
DVAX
652
DELISTED
Dynavax Technologies
DVAX
| $155K | 0.02% |
11,982
-16,961
| -59% | -$224K |
|
653
Select Water Solutions
WTTR
$2.69B
| $155K | 0.02% |
+14,787
| New | +$179K |
|
654
Mercer International
MERC
$34.2M
| $155K | 0.02% |
25,239
+382
| +2% | +$2.56K |
|
|
OBE
655
Obsidian Energy
OBE
$699M
| $155K | 0.02% |
18,386
+4,190
| +30% | +$23.1K |
|
656
Magnite
MGNI
$3.47B
| $154K | 0.02% |
+13,535
| New | +$216K |
|
657
Payoneer
PAYO
$2.4B
| $151K | 0.02% |
20,652
-9,796
| -32% | -$91.4K |
|
658
Nu Skin
NUS
$250M
| $151K | 0.02% |
+20,787
| New | +$151K |
|
659
Liquidia Corp
LQDA
$8.1B
| $151K | 0.02% |
+10,213
| New | +$149K |
|
660
Costamare
CMRE
$1.74B
| $150K | 0.02% |
+15,229
| New | +$168K |
|
661
Clarivate
CLVT
$1.21B
| $149K | 0.02% |
+37,862
| New | +$179K |
|
662
B&G Foods
BGS
$276M
| $147K | 0.02% |
+21,381
| New | +$143K |
|
663
Playtika
PLTK
$1.07B
| $147K | 0.02% |
28,359
+16,051
| +130% | +$101K |
|
664
First Majestic Silver
AG
$9.29B
| $137K | 0.02% |
20,422
-8,920
| -30% | -$53.1K |
|
665
Certara
CERT
$1.23B
| $135K | 0.02% |
+13,679
| New | +$166K |
|
|
SNCY
666
DELISTED
Sun Country Airlines
SNCY
| $133K | 0.02% |
+10,807
| New | +$167K |
|
667
GoodRx Holdings
GDRX
$1.25B
| $130K | 0.02% |
29,384
+16,052
| +120% | +$75.3K |
|
|
TDAY
668
USA Today Co
TDAY
$1.05B
| $129K | 0.02% |
44,578
+29,116
| +188% | +$122K |
|
|
SAGE
669
DELISTED
Sage Therapeutics
SAGE
| $128K | 0.02% |
+16,159
| New | +$118K |
|
670
TFS Financial
TFSL
$4.83B
| $128K | 0.02% |
+10,306
| New | +$132K |
|
|
FFIC
671
DELISTED
Flushing Financial
FFIC
| $127K | 0.02% |
+10,021
| New | +$141K |
|
672
Cosan
CSAN
$2.68B
| $127K | 0.02% |
+24,285
| New | +$128K |
|
673
Amneal Pharmaceuticals
AMRX
$5.71B
| $126K | 0.02% |
+15,066
| New | +$126K |
|
674
AerSale
ASLE
$277M
| $126K | 0.02% |
+16,808
| New | +$120K |
|
675
Taboola.com
TBLA
$1.12B
| $125K | 0.02% |
42,336
+25,725
| +155% | +$87.9K |
|
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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.