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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
SEMR
676
DELISTED
Semrush
SEMR
$121K 0.02%
13,007
+1,767
+16% +$24.1K
HTBK
677
DELISTED
Heritage Commerce
HTBK
$121K 0.02%
12,684
-3,182
-20% -$31.2K
OCUL icon
678
Ocular Therapeutix
OCUL
$2.03B
$118K 0.02%
16,164
-2,424
-13% -$18.6K
MXL icon
679
MaxLinear
MXL
$6.21B
$117K 0.02%
+10,751
New +$180K
AMPL icon
680
Amplitude
AMPL
$1.52B
$114K 0.02%
+11,162
New +$132K
KRNY icon
681
Kearny Financial
KRNY
$595M
$113K 0.02%
18,012
+1,803
+11% +$12.3K
FIP icon
682
FTAI Infrastructure
FIP
$508M
$112K 0.02%
24,647
+3,568
+17% +$22.3K
VIR icon
683
Vir Biotechnology
VIR
$1.5B
$111K 0.02%
+17,155
New +$153K
CDE icon
684
Coeur Mining
CDE
$18.7B
$111K 0.02%
18,669
-59,014
-76% -$364K
HAIN icon
685
Hain Celestial
HAIN
$53.4M
$106K 0.02%
25,625
+25
+0.1% +$112
SABR icon
686
Sabre
SABR
$835M
$106K 0.02%
+37,728
New +$134K
REAX icon
687
Real Brokerage
REAX
$466M
$106K 0.02%
+26,048
New +$124K
LX
688
LexinFintech Holdings
LX
$242M
$103K 0.02%
+10,241
New +$85.8K
GENI icon
689
Genius Sports
GENI
$2.1B
$100K 0.02%
10,020
-8,853
-47% -$82.1K
LGF.B
690
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$99K 0.02%
+12,506
New +$100K
ASTL icon
691
Algoma Steel
ASTL
$468M
$99K 0.02%
+12,678
New +$95.2K
WVE icon
692
Wave Life Sciences
WVE
$1.2B
$98.2K 0.02%
12,151
-9,703
-44% -$106K
SXC icon
693
SunCoke Energy
SXC
$799M
$98.2K 0.02%
+10,670
New +$102K
SGHC icon
694
SGHC Ltd
SGHC
$6.55B
$95.9K 0.02%
+14,892
New +$107K
SSL icon
695
Sasol
SSL
$7.38B
$94.3K 0.02%
+22,295
New +$101K
XERS icon
696
Xeris Biopharma Holdings
XERS
$1.46B
$92.1K 0.01%
+16,769
New +$67.7K
MOMO
697
Hello Group
MOMO
$870M
$85.5K 0.01%
+13,542
New +$97.8K
HDSN
698
Hudson Technologies
HDSN
$240M
$85.2K 0.01%
13,807
-4,245
-24% -$24.9K
BHC icon
699
Bausch Health
BHC
$2.37B
$84.9K 0.01%
13,121
-9,195
-41% -$66.1K
ALIT icon
700
Alight
ALIT
$394M
$82.8K 0.01%
+698
New +$91.8K
26 27
28
29 30

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PG
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TCM
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HBWM
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DAM
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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.