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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
ERIC icon
826
Ericsson
ERIC
$32.7B
– –
-42,025
Closed -$339K
ESI icon
827
Element Solutions
ESI
$9.08B
– –
-8,541
Closed -$217K
ESNT icon
828
Essent Group
ESNT
$6.23B
– –
-6,801
Closed -$370K
ESTC icon
829
Elastic
ESTC
$7.93B
– –
-2,061
Closed -$204K
EVGO icon
830
EVgo
EVGO
$224M
– –
-39,625
Closed -$160K
EXC icon
831
Exelon
EXC
$45.8B
– –
-17,130
Closed -$645K
EXPD icon
832
Expeditors International
EXPD
$23.3B
– –
-13,704
Closed -$1.52M
F icon
833
Ford
F
$55.8B
– –
-194,797
Closed -$1.93M
FANG icon
834
Diamondback Energy
FANG
$55.7B
– –
-1,385
Closed -$227K
FCF icon
835
First Commonwealth Financial
FCF
$2.17B
– –
-17,398
Closed -$294K
FCFS icon
836
FirstCash
FCFS
$9.05B
– –
-4,367
Closed -$452K
FCX icon
837
Freeport-McMoran
FCX
$98.7B
– –
-39,154
Closed -$1.49M
FDX icon
838
FedEx
FDX
$76.9B
– –
-3,685
Closed -$1.04M
FFIN icon
839
First Financial Bankshares
FFIN
$4.93B
– –
-6,588
Closed -$237K
FIGS icon
840
FIGS
FIGS
$2.39B
– –
-38,051
Closed -$236K
FINV
841
FinVolution Group
FINV
$1.11B
– –
-11,069
Closed -$75.2K
FMX icon
842
Fomento Económico Mexicano
FMX
$40.9B
– –
-20,199
Closed -$1.73M
FNB icon
843
FNB Corp
FNB
$6.75B
– –
-35,977
Closed -$532K
FOXA icon
844
Fox Class A
FOXA
$26.6B
– –
-28,999
Closed -$1.41M
FTI icon
845
TechnipFMC
FTI
$29.1B
– –
-9,992
Closed -$289K
FTS icon
846
Fortis
FTS
$28.3B
– –
-24,566
Closed -$1.02M
FUTU icon
847
Futu Holdings
FUTU
$15.2B
– –
-5,579
Closed -$446K
GE icon
848
GE Aerospace
GE
$380B
– –
-1,493
Closed -$249K
GEN icon
849
Gen Digital
GEN
$17.5B
– –
-22,999
Closed -$630K
GMAB icon
850
Genmab
GMAB
$19.2B
– –
-12,292
Closed -$257K
32 33
34
35 36

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SA
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WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
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TCM
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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.