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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
DASH icon
676
DoorDash
DASH
$90.9B
– –
-11,308
Closed -$3.08M
DAWN
677
DELISTED
Day One Biopharmaceuticals
DAWN
– –
-18,803
Closed -$133K
DEC
678
Diversified Energy Company
DEC
$1.01B
– –
-13,690
Closed -$192K
DEA
679
Easterly Government Properties
DEA
$1.13B
– –
-9,108
Closed -$209K
DG icon
680
Dollar General
DG
$27B
– –
-21,014
Closed -$2.17M
DINO icon
681
HF Sinclair
DINO
$15.2B
– –
-83,843
Closed -$4.39M
DNLI icon
682
Denali Therapeutics
DNLI
$4B
– –
-12,075
Closed -$175K
DOCU
683
DocuSign
DOCU
$11.4B
– –
-9,822
Closed -$708K
DOV icon
684
Dover
DOV
$28.3B
– –
-14,916
Closed -$2.49M
DTM icon
685
DT Midstream
DTM
$13.7B
– –
-8,683
Closed -$982K
DUOL icon
686
Duolingo
DUOL
$6.42B
– –
-4,083
Closed -$1.31M
DVN icon
687
Devon Energy
DVN
$49.9B
– –
-16,323
Closed -$572K
DXCM icon
688
DexCom
DXCM
$33.1B
– –
-20,670
Closed -$1.39M
DXPE icon
689
DXP Enterprises
DXPE
$2.99B
– –
-1,986
Closed -$236K
EAT icon
690
Brinker International
EAT
$9.76B
– –
-5,419
Closed -$686K
EC icon
691
Ecopetrol
EC
$35.1B
– –
-18,248
Closed -$168K
ECPG icon
692
Encore Capital Group
ECPG
$2.01B
– –
-6,705
Closed -$280K
ED icon
693
Consolidated Edison
ED
$39.3B
– –
-2,872
Closed -$289K
EEFT icon
694
Euronet Worldwide
EEFT
$2.65B
– –
-2,654
Closed -$233K
EFC
695
Ellington Financial
EFC
$1.69B
– –
-16,306
Closed -$212K
EFXT
696
Enerflex
EFXT
$2.5B
– –
-15,567
Closed -$194K
EGO icon
697
Eldorado Gold
EGO
$10.2B
– –
-12,542
Closed -$380K
EIG icon
698
Employers Holdings
EIG
$881M
– –
-7,010
Closed -$298K
EPRT icon
699
Essential Properties Realty Trust
EPRT
$6.53B
– –
-34,139
Closed -$1.02M
EQNR icon
700
Equinor
EQNR
$97.4B
– –
-21,503
Closed -$524K
26 27
28
29 30

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SA
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WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
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TCM
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HBWM
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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.