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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
BHC icon
801
Bausch Health
BHC
$2.34B
– –
-13,121
Closed -$84.9K
BBT
802
Beacon Financial Corp
BBT
$2.66B
– –
-9,713
Closed -$253K
CMRC
803
Commerce.com Inc Series 1
CMRC
$184M
– –
-12,776
Closed -$73.6K
BIIB icon
804
Biogen
BIIB
$30.7B
– –
-14,365
Closed -$1.97M
BKU icon
805
Bankunited
BKU
$3.36B
– –
-6,704
Closed -$231K
BLD
806
DELISTED
TopBuild
BLD
– –
-2,099
Closed -$640K
BPMC
807
DELISTED
Blueprint Medicines
BPMC
– –
-3,706
Closed -$328K
BR icon
808
Broadridge
BR
$19B
– –
-5,572
Closed -$1.35M
BSY icon
809
Bentley Systems
BSY
$10.6B
– –
-32,392
Closed -$1.27M
BTE icon
810
Baytex Energy
BTE
$2.92B
– –
-176,415
Closed -$563K
BWXT icon
811
BWX Technologies
BWXT
$15.6B
– –
-3,956
Closed -$390K
BYND icon
812
Beyond Meat
BYND
$277M
– –
-22,512
Closed -$68.7K
CADE
813
DELISTED
Cadence Bank
CADE
– –
-11,693
Closed -$355K
CAG icon
814
Conagra Brands
CAG
$7.23B
– –
-19,159
Closed -$511K
CAT icon
815
Caterpillar
CAT
$387B
– –
-6,710
Closed -$2.21M
CCC
816
CCC Intelligent Solutions
CCC
$4.08B
– –
-42,403
Closed -$383K
CCL icon
817
Carnival Corporation Ltd
CCL
$39.7B
– –
-140,970
Closed -$2.75M
CEG icon
818
Constellation Energy
CEG
$95.6B
– –
-2,076
Closed -$419K
CERT icon
819
Certara
CERT
$1.25B
– –
-13,679
Closed -$135K
CFLT
820
DELISTED
Confluent
CFLT
– –
-21,926
Closed -$514K
CGAU
821
Centerra Gold
CGAU
$4.15B
– –
-23,487
Closed -$214K
CGNX icon
822
Cognex
CGNX
$11.3B
– –
-7,579
Closed -$226K
CHDN icon
823
Churchill Downs
CHDN
$6.12B
– –
-2,662
Closed -$296K
CHE icon
824
Chemed
CHE
$7.22B
– –
-2,194
Closed -$1.35M
CIB icon
825
Grupo Cibest SA
CIB
$21.1B
– –
-5,986
Closed -$241K
31 32
33
34 35

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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.