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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
+8.42%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$103M
Cap. Flow
+$65.4M
Cap. Flow %
8.96%
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$7.61M
2
UNP icon
Union Pacific
UNP
+$6.16M
3
MCD icon
McDonald's
MCD
+$6.05M
4
FISV
Fiserv Inc
FISV
+$5.83M
5
ABBV icon
AbbVie
ABBV
+$5.51M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$6.07M
2
USB icon
US Bancorp
USB
+$5.86M
3
AMAT icon
Applied Materials
AMAT
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
CSX icon
CSX Corp
CSX
+$3.67M

Sector Composition

Rank Sector Weight
1 Technology 17.12%
2 Consumer Discretionary 15.57%
3 Financials 13.9%
4 Industrials 12.85%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AA icon
751
Alcoa
AA
$13.2B
– –
-71,379
Closed -$2.18M
A icon
752
Agilent Technologies
A
$41.2B
– –
-13,112
Closed -$1.53M
ABCB icon
753
Ameris Bancorp
ABCB
$5.89B
– –
-4,980
Closed -$287K
ACHC icon
754
Acadia Healthcare
ACHC
$2.94B
– –
-22,146
Closed -$671K
ACT icon
755
Enact Holdings
ACT
$6.73B
– –
-7,252
Closed -$252K
ADM icon
756
Archer Daniels Midland
ADM
$36.9B
– –
-19,710
Closed -$946K
ADNT icon
757
Adient
ADNT
$1.5B
– –
-20,415
Closed -$263K
ADP icon
758
Automatic Data Processing
ADP
$108B
– –
-11,711
Closed -$3.58M
ADTN icon
759
Adtran
ADTN
$616M
– –
-31,603
Closed -$276K
AEE icon
760
Ameren
AEE
$30.1B
– –
-5,301
Closed -$532K
AEP icon
761
American Electric Power
AEP
$68.4B
– –
-5,277
Closed -$577K
AER icon
762
AerCap
AER
$23.8B
– –
-8,229
Closed -$841K
AKRO
763
DELISTED
Akero Therapeutics
AKRO
– –
-20,253
Closed -$820K
ALGN icon
764
Align Technology
ALGN
$12.3B
– –
-1,520
Closed -$241K
ALGT icon
765
Allegiant Air
ALGT
$2.57B
– –
-6,143
Closed -$317K
ALIT icon
766
Alight
ALIT
$407M
– –
-698
Closed -$82.8K
ALRM icon
767
Alarm.com
ALRM
$2.85B
– –
-4,082
Closed -$227K
AMAT icon
768
Applied Materials
AMAT
$428B
– –
-33,626
Closed -$4.88M
AMD icon
769
Advanced Micro Devices
AMD
$789B
– –
-11,482
Closed -$1.18M
AMKR icon
770
Amkor Technology
AMKR
$13.7B
– –
-12,992
Closed -$235K
AMP icon
771
Ameriprise Financial
AMP
$48.8B
– –
-1,301
Closed -$630K
AMPL icon
772
Amplitude
AMPL
$1.41B
– –
-11,162
Closed -$114K
AMRX icon
773
Amneal Pharmaceuticals
AMRX
$5.79B
– –
-15,066
Closed -$126K
AMZN icon
774
Amazon
AMZN
$2.96T
– –
-11,467
Closed -$2.18M
ANF icon
775
Abercrombie & Fitch
ANF
$5B
– –
-28,734
Closed -$2.19M
29 30
31
32 33

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WCM
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PFPGI
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PG
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SI
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MA
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TCM
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HBWM
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Aigen Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Aigen Investment Management held 1,126 positions worth $730M, up 16% from $627M the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Aigen Investment Management deployed $65.4M of net new capital in Q2 2025, opening 399 new positions and adding to 185 existing holdings. Its largest new stake was Amphenol: 93,074 shares worth $9.19M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was US Bancorp, an estimated $5.86M trimmed.

  • Aigen Investment Management's largest Q2 2025 buy was Amphenol: 93,074 shares worth $9.19M.
  • Aigen Investment Management added most to AbbVie in Q2 2025, an estimated $5.51M increase.
  • Aigen Investment Management's biggest Q2 2025 reduction was US Bancorp, cutting an estimated $5.86M.
  • Aigen Investment Management fully exited Aon in Q2 2025, selling an estimated $6.07M.
  • Aigen Investment Management's ten largest holdings make up 8.7% of its $730M portfolio in Q2 2025.
  • Aigen Investment Management opened 399 new positions and closed 376 in Q2 2025.
  • Aigen Investment Management's portfolio value rose 16% quarter-over-quarter to $730M.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.