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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 | |
|---|---|---|---|---|---|---|
801
Denali Therapeutics
DNLI
$3.97B
| $52K | 0.01% |
+2,982
| New | +$49.6K |
|
802
LivaNova
LIVN
$4.2B
| $52K | 0.01% |
+684
| New | +$51.9K |
|
803
Roper Technologies
ROP
$39.8B
| $52K | 0.01% |
+148
| New | +$51.1K |
|
804
SM Energy
SM
$6.87B
| $52K | 0.01% |
+4,587
| New | +$41.3K |
|
805
DigitalBridge
DBRG
$2.95B
| $50K | 0.01% |
+2,626
| New | +$54.1K |
|
806
Frontdoor
FTDR
$6.26B
| $50K | 0.01% |
+1,059
| New | +$49.6K |
|
807
Modine Manufacturing
MOD
$10.4B
| $50K | 0.01% |
+6,465
| New | +$58K |
|
808
Standex International
SXI
$4.12B
| $50K | 0.01% |
+636
| New | +$48.4K |
|
|
CSR
809
Centerspace
CSR
$952M
| $49K | 0.01% |
+682
| New | +$50.9K |
|
|
JAG
810
DELISTED
Jagged Peak Energy Inc.
JAG
| $49K | 0.01% |
+5,718
| New | +$41.8K |
|
811
MarketAxess Holdings
MKTX
$5.72B
| $48K | 0.01% |
+127
| New | +$46.6K |
|
812
Five Below
FIVE
$13.5B
| $47K | 0.01% |
+364
| New | +$45.6K |
|
813
Andersons Inc
ANDE
$2.22B
| $46K | 0.01% |
+1,829
| New | +$39.9K |
|
814
UFP Industries
UFPI
$5.19B
| $46K | 0.01% |
+969
| New | +$45.7K |
|
815
Badger Meter
BMI
$4.03B
| $45K | 0.01% |
+693
| New | +$41.1K |
|
816
First Financial Bankshares
FFIN
$4.97B
| $45K | 0.01% |
+1,286
| New | +$44.3K |
|
817
Advance Auto Parts
AAP
$3.49B
| $44K | 0.01% |
+276
| New | +$44.2K |
|
|
EEX
818
DELISTED
Emerald Holding
EEX
| $44K | 0.01% |
+4,137
| New | +$41.1K |
|
|
FISV
819
Fiserv Inc
FISV
$27.9B
| $44K | 0.01% |
+378
| New | +$41.7K |
|
820
Spectrum Brands
SPB
$2.07B
| $44K | 0.01% |
+679
| New | +$38.5K |
|
821
SoundThinking
SSTI
$103M
| $44K | 0.01% |
+1,723
| New | +$38.3K |
|
822
Tilly's
TLYS
$128M
| $44K | 0.01% |
+3,626
| New | +$38.3K |
|
|
VIVO
823
DELISTED
Meridian Bioscience Inc
VIVO
| $44K | 0.01% |
+4,544
| New | +$42.7K |
|
|
IBTX
824
DELISTED
Independent Bank Group, Inc.
IBTX
| $44K | 0.01% |
+792
| New | +$44K |
|
825
FB Financial Corp
FBK
$3.04B
| $43K | 0.01% |
+1,083
| New | +$41.5K |
|
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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.