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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
COP icon
801
ConocoPhillips
COP
$148B
– –
-61,722
Closed -$6.12M
CRMD icon
802
CorMedix
CRMD
$591M
– –
-11,545
Closed -$93.5K
CSGP icon
803
CoStar Group
CSGP
$12.8B
– –
-4,507
Closed -$323K
CSL icon
804
Carlisle Companies
CSL
$15.3B
– –
-1,281
Closed -$472K
CVS icon
805
CVS Health
CVS
$122B
– –
-12,413
Closed -$557K
CWT icon
806
California Water Service
CWT
$3.06B
– –
-4,954
Closed -$225K
CXM icon
807
Sprinklr
CXM
$1.62B
– –
-29,396
Closed -$248K
CXT icon
808
Crane NXT
CXT
$2.96B
– –
-5,225
Closed -$304K
DAR icon
809
Darling Ingredients
DAR
$9.91B
– –
-10,185
Closed -$343K
DBI icon
810
Designer Brands
DBI
$334M
– –
-16,305
Closed -$87.1K
DECK icon
811
Deckers Outdoor
DECK
$13.3B
– –
-1,732
Closed -$352K
DH icon
812
Definitive Healthcare
DH
$73.7M
– –
-11,731
Closed -$48.2K
DLB icon
813
Dolby
DLB
$5.82B
– –
-7,917
Closed -$618K
DNB
814
DELISTED
Dun & Bradstreet
DNB
– –
-19,634
Closed -$245K
DOCU
815
DocuSign
DOCU
$11.4B
– –
-4,804
Closed -$432K
DOW icon
816
Dow Inc
DOW
$22.1B
– –
-37,412
Closed -$1.5M
DSGX icon
817
Descartes Systems
DSGX
$6.86B
– –
-7,603
Closed -$864K
DUK icon
818
Duke Energy
DUK
$94.5B
– –
-11,593
Closed -$1.25M
DXCM icon
819
DexCom
DXCM
$33.1B
– –
-3,989
Closed -$310K
ED icon
820
Consolidated Edison
ED
$39.3B
– –
-41,825
Closed -$3.73M
ELAN icon
821
Elanco Animal Health
ELAN
$11.1B
– –
-12,409
Closed -$150K
ELF icon
822
e.l.f. Beauty
ELF
$5.62B
– –
-2,283
Closed -$287K
ENVA icon
823
Enova International
ENVA
$6.29B
– –
-3,159
Closed -$303K
EOG icon
824
EOG Resources
EOG
$74.6B
– –
-21,434
Closed -$2.63M
EPC icon
825
Edgewell Personal Care
EPC
$1.29B
– –
-10,377
Closed -$349K
31 32
33
34 35

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PFPGI
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PG
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SI
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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.