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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
ANSS
776
DELISTED
Ansys
ANSS
– –
-1,874
Closed -$593K
AON icon
777
Aon
AON
$76B
– –
-15,211
Closed -$6.07M
APLS
778
DELISTED
Apellis Pharmaceuticals
APLS
– –
-15,621
Closed -$342K
APPF icon
779
AppFolio
APPF
$7.04B
– –
-1,141
Closed -$251K
ARCO icon
780
Arcos Dorados Holdings
ARCO
$1.74B
– –
-28,243
Closed -$228K
ARVN icon
781
Arvinas
ARVN
$572M
– –
-10,907
Closed -$76.6K
ASLE icon
782
AerSale
ASLE
$279M
– –
-16,808
Closed -$126K
ASO icon
783
Academy Sports + Outdoors
ASO
$2.98B
– –
-12,964
Closed -$591K
ASTL icon
784
Algoma Steel
ASTL
$431M
– –
-12,678
Closed -$99K
AU icon
785
AngloGold Ashanti
AU
$48.7B
– –
-35,327
Closed -$1.31M
AUB icon
786
Atlantic Union Bankshares
AUB
$5.97B
– –
-24,964
Closed -$777K
AVD icon
787
American Vanguard Corp
AVD
$68.9M
– –
-10,049
Closed -$44.2K
AVY icon
788
Avery Dennison
AVY
$13.4B
– –
-3,530
Closed -$628K
AX icon
789
Axos Financial
AX
$5.68B
– –
-3,220
Closed -$208K
AXON
790
Axon Enterprise
AXON
$46.4B
– –
-1,961
Closed -$1.03M
AYI icon
791
Acuity Brands
AYI
$10.8B
– –
-2,024
Closed -$533K
AZTA icon
792
Azenta
AZTA
$1.48B
– –
-9,429
Closed -$327K
BA icon
793
Boeing
BA
$185B
– –
-4,144
Closed -$707K
BABA icon
794
Alibaba
BABA
$308B
– –
-9,446
Closed -$1.25M
BAC icon
795
Bank of America
BAC
$442B
– –
-17,968
Closed -$750K
BALL icon
796
Ball Corp
BALL
$16.8B
– –
-3,950
Closed -$206K
BAP icon
797
Credicorp
BAP
$30.7B
– –
-1,769
Closed -$329K
BB icon
798
BlackBerry
BB
$5.26B
– –
-207,371
Closed -$782K
BBY icon
799
Best Buy
BBY
$17.3B
– –
-23,311
Closed -$1.72M
BF.A icon
800
Brown-Forman Class A
BF.A
$13.3B
– –
-6,296
Closed -$211K
30 31
32
33 34

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SA
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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.