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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
BORR
726
Borr Drilling
BORR
$1.28B
$32.7K 0.01%
+14,926
New +$44.9K
IAUX
727
i-80 Gold Corp
IAUX
$1.47B
$25.2K ﹤0.01%
+29,644
New +$19.2K
AAL icon
728
American Airlines Group
AAL
$9.93B
– –
-236,302
Closed -$4.12M
AAPL icon
729
Apple
AAPL
$4.5T
– –
-4,380
Closed -$1.1M
ABEV icon
730
Ambev
ABEV
$45.4B
– –
-53,327
Closed -$98.7K
ABG icon
731
Asbury Automotive
ABG
$3.78B
– –
-1,358
Closed -$330K
ACLS icon
732
Axcelis
ACLS
$4.1B
– –
-3,190
Closed -$223K
ACN icon
733
Accenture
ACN
$109B
– –
-3,779
Closed -$1.33M
ADBE icon
734
Adobe
ADBE
$109B
– –
-5,924
Closed -$2.63M
ADMA icon
735
ADMA Biologics
ADMA
$2.18B
– –
-29,513
Closed -$506K
AEO icon
736
American Eagle Outfitters
AEO
$3.07B
– –
-78,854
Closed -$1.31M
AGO icon
737
Assured Guaranty
AGO
$3.34B
– –
-2,639
Closed -$238K
AHRT
738
AH Realty Trust
AHRT
$503M
– –
-16,583
Closed -$170K
AIV
739
Aimco
AIV
$381M
– –
-19,223
Closed -$175K
ALG icon
740
Alamo Group
ALG
$2.06B
– –
-1,107
Closed -$206K
ALLY icon
741
Ally Financial
ALLY
$13.3B
– –
-48,837
Closed -$1.76M
ALNY icon
742
Alnylam Pharmaceuticals
ALNY
$29B
– –
-2,606
Closed -$613K
AM icon
743
Antero Midstream
AM
$10.4B
– –
-33,916
Closed -$512K
OSG
744
Octave Specialty Group
OSG
$210M
– –
-11,539
Closed -$146K
AMBP icon
745
Ardagh Metal Packaging
AMBP
$2.97B
– –
-14,018
Closed -$42.2K
APAM icon
746
Artisan Partners
APAM
$3B
– –
-8,384
Closed -$361K
APGE icon
747
Apogee Therapeutics
APGE
$10.2B
– –
-4,767
Closed -$216K
APH icon
748
Amphenol
APH
$207B
– –
-45,277
Closed -$3.14M
APP icon
749
Applovin
APP
$113B
– –
-1,225
Closed -$397K
AQN icon
750
Algonquin Power & Utilities
AQN
$4.36B
– –
-58,931
Closed -$262K
28 29
30
31 32

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SA
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WCM
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PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
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TCM
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HBWM
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DAM
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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.