AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
-4.25%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$521M
AUM Growth
+$521M
(-9.1%)
Cap. Flow
-$49.2M
Cap. Flow
% of AUM
-9.44%
Top 10 Holdings %
Top 10 Hldgs %
14.79%
Holding
730
New
299
Increased
69
Reduced
82
Closed
280
Top Buys
| 1 |
T-Mobile US
TMUS
|
$10.9M |
| 2 |
Verizon
VZ
|
$9.42M |
| 3 |
Hormel Foods
HRL
|
$7.49M |
| 4 |
Pinterest
PINS
|
$7.39M |
| 5 |
Carrier Global
CARR
|
$6.48M |
Top Sells
| 1 |
Deere & Co
DE
|
$17.2M |
| 2 |
Thermo Fisher Scientific
TMO
|
$15.1M |
| 3 |
Clorox
CLX
|
$14.3M |
| 4 |
Wells Fargo
WFC
|
$12.1M |
| 5 |
RH
RH
|
$10.5M |
Sector Composition
| 1 | Technology | 18% |
| 2 | Industrials | 15.1% |
| 3 | Consumer Discretionary | 11.13% |
| 4 | Healthcare | 10.29% |
| 5 | Financials | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Sphere Entertainment
SPHR
$1.74B
| – | – |
-2,783
| Closed | -$234K |
|
727
Stoneridge
SRI
$227M
| – | – |
-6,965
| Closed | -$205K |
|
728
Stellantis
STLA
$26.4B
| – | – |
-14,621
| Closed | -$288K |
|
729
Steel Dynamics
STLD
$19.1B
| – | – |
-54,119
| Closed | -$3.23M |
|
730
Seagate
STX
$37.5B
| – | – |
-41,995
| Closed | -$3.69M |
|