AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
-5.31%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$531M
AUM Growth
+$531M
(-22%)
Cap. Flow
-$122M
Cap. Flow
% of AUM
-23.08%
Top 10 Holdings %
Top 10 Hldgs %
7.58%
Holding
1,143
New
432
Increased
179
Reduced
173
Closed
359
Top Buys
| 1 |
Cleveland-Cliffs
CLF
|
$4.97M |
| 2 |
American Water Works
AWK
|
$4.77M |
| 3 |
Weyerhaeuser
WY
|
$3.58M |
| 4 |
HF Sinclair
DINO
|
$3.42M |
| 5 |
Genuine Parts
GPC
|
$2.89M |
Top Sells
| 1 |
Marsh & McLennan
MMC
|
$7.92M |
| 2 |
Apple
AAPL
|
$7.58M |
| 3 |
On Holding
ONON
|
$7.25M |
| 4 |
Kimberly-Clark
KMB
|
$6.76M |
| 5 |
Ferguson
FERG
|
$6.64M |
Sector Composition
| 1 | Consumer Discretionary | 19.09% |
| 2 | Technology | 15.69% |
| 3 | Healthcare | 11.72% |
| 4 | Industrials | 10.63% |
| 5 | Financials | 10.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wayfair
W
$9.67B
| $1.84M | 0.35% | 30,365 -2,292 | -7% | -$139K |
|
52
Mettler-Toledo International
MTD
$26.8B
| $1.84M | 0.35% | 1,657 +1,479 | +831% | +$1.64M |
|
53
Intuit
INTU
$186B
| $1.81M | 0.34% | +3,543 | New | +$1.81M |
|
54
Abercrombie & Fitch
ANF
$4.46B
| $1.81M | 0.34% | 32,054 +3,454 | +12% | +$195K |
|
55
Rivian
RIVN
$16.5B
| $1.81M | 0.34% | +74,371 | New | +$1.81M |
|
56
LyondellBasell Industries
LYB
$18.1B
| $1.75M | 0.33% | 18,527 -20,255 | -52% | -$1.92M |
|
57
JPMorgan Chase
JPM
$829B
| $1.74M | 0.33% | +11,987 | New | +$1.74M |
|
58
Ford
F
$46.8B
| $1.73M | 0.33% | 139,613 +49,345 | +55% | +$613K |
|
59
Royal Bank of Canada
RY
$205B
| $1.72M | 0.32% | 19,713 +7,313 | +59% | +$639K |
|
60
Bath & Body Works
BBWI
$6.18B
| $1.7M | 0.32% | +50,219 | New | +$1.7M |
|
61
Brown & Brown
BRO
$32B
| $1.69M | 0.32% | 24,190 +17,301 | +251% | +$1.21M |
|
62
Meta Platforms (Facebook)
META
$1.86T
| $1.69M | 0.32% | +5,613 | New | +$1.69M |
|
63
Prothena Corp
PRTA
$441M
| $1.68M | 0.32% | +34,890 | New | +$1.68M |
|
64
Airbnb
ABNB
$79.9B
| $1.68M | 0.32% | 12,244 -2,041 | -14% | -$280K |
|
65
Idexx Laboratories
IDXX
$51.8B
| $1.67M | 0.31% | +3,811 | New | +$1.67M |
|
66
Hershey
HSY
$37.3B
| $1.66M | 0.31% | +8,281 | New | +$1.66M |
|
67
Enbridge
ENB
$105B
| $1.64M | 0.31% | 49,347 +19,466 | +65% | +$646K |
|
68
Ferrari
RACE
$85B
| $1.61M | 0.3% | 5,464 -4,093 | -43% | -$1.21M |
|
69
Allegro MicroSystems
ALGM
$5.71B
| $1.61M | 0.3% | 50,338 -10,183 | -17% | -$325K |
|
70
Suncor Energy
SU
$50.1B
| $1.6M | 0.3% | 46,556 +15,829 | +52% | +$544K |
|
71
Kraft Heinz
KHC
$33.1B
| $1.59M | 0.3% | 47,228 +25,987 | +122% | +$874K |
|
72
NextEra Energy, Inc.
NEE
$148B
| $1.58M | 0.3% | 27,614 +9,739 | +54% | +$558K |
|
73
Chewy
CHWY
$16.9B
| $1.57M | 0.3% | 86,031 +426 | +0.5% | +$7.78K |
|
74
CVR Energy
CVI
$3.07B
| $1.57M | 0.3% | +46,126 | New | +$1.57M |
|
75
Applovin
APP
$162B
| $1.56M | 0.29% | 39,039 +26,166 | +203% | +$1.05M |
|