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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
ONON icon
51
On Holding
ONON
$12.5B
$2.56M 0.41%
+58,272
New +$3.06M
INTU icon
52
Intuit
INTU
$89B
$2.54M 0.41%
4,142
-564
-12% -$339K
ADSK icon
53
Autodesk
ADSK
$52.6B
$2.54M 0.4%
+9,685
New +$2.75M
NEE icon
54
NextEra Energy
NEE
$177B
$2.5M 0.4%
35,290
+15,421
+78% +$1.09M
SCHW
55
Charles Schwab
SCHW
$187B
$2.46M 0.39%
31,394
-1,923
-6% -$151K
TFC icon
56
Truist Financial
TFC
$64B
$2.44M 0.39%
+59,175
New +$2.64M
TECK icon
57
Teck Resources
TECK
$32.6B
$2.43M 0.39%
59,952
+30,386
+103% +$1.26M
NVO
58
Novo Nordisk
NVO
$209B
$2.38M 0.38%
34,284
+25,769
+303% +$2.13M
EXE
59
Expand Energy Corp
EXE
$21.5B
$2.33M 0.37%
+20,932
New +$2.18M
GEHC icon
60
GE HealthCare
GEHC
$32.4B
$2.32M 0.37%
+28,768
New +$2.47M
KMX icon
61
CarMax
KMX
$8.26B
$2.3M 0.37%
+29,534
New +$2.37M
TFII icon
62
TFI International
TFII
$11.5B
$2.22M 0.35%
+22,058
New +$2.44M
CAT icon
63
Caterpillar
CAT
$387B
$2.21M 0.35%
+6,710
New +$2.39M
TMO icon
64
Thermo Fisher Scientific
TMO
$220B
$2.21M 0.35%
4,437
+1,206
+37% +$653K
BX icon
65
Blackstone
BX
$110B
$2.2M 0.35%
+15,745
New +$2.56M
H icon
66
Hyatt Hotels
H
$16.7B
$2.2M 0.35%
17,922
+13,207
+280% +$1.9M
ANF icon
67
Abercrombie & Fitch
ANF
$5B
$2.19M 0.35%
28,734
+18,372
+177% +$1.98M
AR icon
68
Antero Resources
AR
$10.7B
$2.19M 0.35%
+54,128
New +$2.08M
LEN icon
69
Lennar Class A
LEN
$21.2B
$2.19M 0.35%
+19,049
New +$2.38M
AMZN icon
70
Amazon
AMZN
$2.96T
$2.18M 0.35%
11,467
-10,384
-48% -$2.25M
AA icon
71
Alcoa
AA
$13.2B
$2.18M 0.35%
71,379
+51,216
+254% +$1.79M
JPM icon
72
JPMorgan Chase
JPM
$950B
$2.15M 0.34%
+8,748
New +$2.23M
HOLX
73
DELISTED
Hologic
HOLX
$2.14M 0.34%
+34,662
New +$2.3M
CMCSA icon
74
Comcast
CMCSA
$90B
$2.09M 0.33%
+56,747
New +$2.05M
CSCO icon
75
Cisco
CSCO
$479B
$2.09M 0.33%
33,854
-26,616
-44% -$1.64M
1 2
3
4 5

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PG
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HBWM
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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.