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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
+5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$604M
AUM Growth
–
Cap. Flow
+$591M
Cap. Flow
% of AUM
97.94%
Top 10 Holdings %
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$10.3M |
| 2 |
Zoetis
ZTS
|
+$9.81M |
| 3 |
Johnson Controls International
JCI
|
+$7.88M |
| 4 |
Restaurant Brands International
QSR
|
+$7.62M |
| 5 |
FirstEnergy
FE
|
+$7.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.16% |
| 2 | Consumer Discretionary | 13.68% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 11.56% |
| 5 | Technology | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HTBK
726
DELISTED
Heritage Commerce
HTBK
| $81K | 0.01% |
+6,296
| New | +$76.6K |
|
727
Progressive
PGR
$125B
| $81K | 0.01% |
+1,117
| New | +$80.5K |
|
|
RPAI
728
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $81K | 0.01% |
+6,070
| New | +$81.6K |
|
|
WBT
729
DELISTED
Welbilt, Inc.
WBT
| $80K | 0.01% |
+5,100
| New | +$87.3K |
|
|
SCTL
730
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $79K | 0.01% |
+4,313
| New | +$62K |
|
731
Sally Beauty Holdings
SBH
$1.58B
| $78K | 0.01% |
+4,250
| New | +$73.9K |
|
732
Maximus
MMS
$3.1B
| $77K | 0.01% |
+1,036
| New | +$77.8K |
|
733
Virtu Financial
VIRT
$4.93B
| $77K | 0.01% |
+4,797
| New | +$79.1K |
|
734
HealthEquity
HQY
$8.75B
| $76K | 0.01% |
+1,032
| New | +$64.4K |
|
735
Omeros
OMER
$959M
| $76K | 0.01% |
+5,388
| New | +$78.9K |
|
|
HSII
736
DELISTED
Heidrick & Struggles
HSII
| $75K | 0.01% |
+2,319
| New | +$68.3K |
|
737
Texas Capital Bancshares
TCBI
$4.32B
| $75K | 0.01% |
+1,325
| New | +$75.5K |
|
738
Wipro
WIT
$20B
| $75K | 0.01% |
+40,164
| New | +$75.7K |
|
739
Gold Fields
GFI
$36.5B
| $73K | 0.01% |
+11,043
| New | +$62.6K |
|
740
Intuitive Surgical
ISRG
$134B
| $73K | 0.01% |
+369
| New | +$69.1K |
|
741
MGE Energy Inc
MGEE
$3.08B
| $73K | 0.01% |
+929
| New | +$71.6K |
|
742
Helios Technologies
HLIO
$2.76B
| $72K | 0.01% |
+1,564
| New | +$67.1K |
|
743
Marcus Corp
MCS
$945M
| $72K | 0.01% |
+2,252
| New | +$76.2K |
|
744
Ribbon Communications
RBBN
$383M
| $72K | 0.01% |
+23,335
| New | +$92.9K |
|
|
OMN
745
DELISTED
OMNOVA Solutions Inc.
OMN
| $72K | 0.01% |
+7,152
| New | +$72.3K |
|
746
Banner Corp
BANR
$2.4B
| $71K | 0.01% |
+1,247
| New | +$69K |
|
747
Citi Trends
CTRN
$605M
| $71K | 0.01% |
+3,070
| New | +$59.8K |
|
|
AYR
748
DELISTED
Aircastle Ltd
AYR
| $71K | 0.01% |
+2,205
| New | +$63.7K |
|
749
Artivion
AORT
$1.32B
| $70K | 0.01% |
+2,602
| New | +$63.9K |
|
750
CNX Resources
CNX
$5.2B
| $70K | 0.01% |
+7,939
| New | +$61.9K |
|
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Aigen Investment Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Aigen Investment Management, which disclosed 1,169 positions worth $604M. Its ten largest holdings account for 12% of the portfolio.
Its largest position is Wells Fargo: 195,937 shares worth $10.5M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Consumer Discretionary and Financials.
- Aigen Investment Management's largest Q4 2019 buy was Wells Fargo: 195,937 shares worth $10.5M.
- Aigen Investment Management's ten largest holdings make up 12% of its $604M portfolio in Q4 2019.
- Aigen Investment Management disclosed 1,169 positions in Q4 2019, its first 13F filing on record.
Based on Aigen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.