AIM

Aigen Investment Management Portfolio holdings

AUM $646M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$6.38M
3
+$5.74M
4
FISV
Fiserv Inc
FISV
+$5.54M
5
ORCL icon
Oracle
ORCL
+$5.52M

Top Sells

1
+$6.31M
2
+$6.07M
3
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
DIS icon
Walt Disney
DIS
+$4.29M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Industrials 12.77%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BROS icon
51
Dutch Bros
BROS
$7.03B
$2.75M 0.38%
40,259
-4,378
BX icon
52
Blackstone
BX
$108B
$2.67M 0.37%
17,840
+2,095
CSCO icon
53
Cisco
CSCO
$307B
$2.66M 0.37%
38,399
+4,545
GD icon
54
General Dynamics
GD
$93B
$2.65M 0.36%
9,069
+7,044
TRGP icon
55
Targa Resources
TRGP
$37.2B
$2.62M 0.36%
15,056
+8,702
PNC icon
56
PNC Financial Services
PNC
$72.2B
$2.59M 0.36%
13,894
-15,699
PRMB
57
Primo Brands
PRMB
$6.08B
$2.57M 0.35%
+86,726
AXTA icon
58
Axalta
AXTA
$6.17B
$2.56M 0.35%
+86,344
CAH icon
59
Cardinal Health
CAH
$48.8B
$2.55M 0.35%
15,176
-12,184
ZS icon
60
Zscaler
ZS
$47.4B
$2.53M 0.35%
+8,061
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.53M 0.35%
+5,205
CAVA icon
62
CAVA Group
CAVA
$5.48B
$2.49M 0.34%
+29,514
TPL icon
63
Texas Pacific Land
TPL
$23.5B
$2.42M 0.33%
+2,289
ONON icon
64
On Holding
ONON
$14B
$2.4M 0.33%
46,166
-12,106
ERIC icon
65
Ericsson
ERIC
$32.4B
$2.37M 0.32%
+279,434
RBLX icon
66
Roblox
RBLX
$71.8B
$2.36M 0.32%
22,435
-22,949
CI icon
67
Cigna
CI
$72B
$2.35M 0.32%
7,110
+6,313
COR icon
68
Cencora
COR
$70.2B
$2.28M 0.31%
7,591
-2,422
RH icon
69
RH
RH
$2.8B
$2.26M 0.31%
+11,972
V icon
70
Visa
V
$637B
$2.24M 0.31%
6,318
+5,320
ZTS icon
71
Zoetis
ZTS
$53.2B
$2.24M 0.31%
14,358
+8,328
ADSK icon
72
Autodesk
ADSK
$63.8B
$2.24M 0.31%
7,226
-2,459
MSFT icon
73
Microsoft
MSFT
$3.79T
$2.24M 0.31%
4,495
-602
PARA
74
DELISTED
Paramount Global Class B
PARA
$2.21M 0.3%
+171,176
SE icon
75
Sea Limited
SE
$82.9B
$2.2M 0.3%
13,742
+10,612
1 2
3
4 5