We are live on ! Find out more
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 %
97.94%
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$10.3M
2
ZTS icon
Zoetis
ZTS
+$9.81M
3
JCI icon
Johnson Controls International
JCI
+$7.88M
4
QSR icon
Restaurant Brands International
QSR
+$7.62M
5
FE icon
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
CYOU
851
DELISTED
Changyou.com Limited American Depositary Share
CYOU
$35K 0.01%
+3,554
New +$34.2K
CYRX icon
852
CryoPort
CYRX
$762M
$34K 0.01%
+2,064
New +$30.7K
LMAT icon
853
LeMaitre Vascular
LMAT
$1.86B
$34K 0.01%
+936
New +$32.3K
MKL icon
854
Markel Group
MKL
$23.2B
$34K 0.01%
+30
New +$34.2K
NCMI icon
855
National CineMedia
NCMI
$378M
$34K 0.01%
+473
New +$35.6K
NWBI icon
856
Northwest Bancshares
NWBI
$2.28B
$34K 0.01%
+2,035
New +$34K
SAFM
857
DELISTED
Sanderson Farms Inc
SAFM
$34K 0.01%
+193
New +$30.5K
AXS icon
858
AXIS Capital
AXS
$7.55B
$33K 0.01%
+551
New +$33.3K
CHUY
859
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$33K 0.01%
+1,268
New +$32.9K
EBS icon
860
Emergent Biosolutions
EBS
$248M
$32K 0.01%
+600
New +$32.5K
FSV icon
861
FirstService
FSV
$6.32B
$32K 0.01%
+348
New +$32.8K
GSKY
862
DELISTED
GreenSky, Inc. Class A Common Stock
GSKY
$32K 0.01%
+3,632
New +$27.3K
TACO
863
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
$32K 0.01%
+4,097
New +$33.2K
AWI icon
864
Armstrong World Industries
AWI
$7.84B
$31K 0.01%
+325
New +$31K
HCA icon
865
HCA Healthcare
HCA
$89.5B
$31K 0.01%
+210
New +$28.2K
IT icon
866
Gartner
IT
$11.7B
$31K 0.01%
+200
New +$30.5K
LX
867
LexinFintech Holdings
LX
$241M
$31K 0.01%
+2,237
New +$25.7K
MATV icon
868
Mativ Holdings
MATV
$711M
$31K 0.01%
+741
New +$30.8K
RY icon
869
Royal Bank of Canada
RY
$293B
$31K 0.01%
+387
New +$31.2K
VNE
870
DELISTED
Veoneer, Inc.
VNE
$31K 0.01%
+1,996
New +$32.1K
BPMC
871
DELISTED
Blueprint Medicines
BPMC
$30K 0.01%
+372
New +$27.9K
HZO icon
872
MarineMax
HZO
$788M
$30K 0.01%
+1,786
New +$29.1K
IBCP icon
873
Independent Bank Corp
IBCP
$844M
$30K 0.01%
+1,318
New +$29.2K
IMO icon
874
Imperial Oil
IMO
$60.4B
$30K 0.01%
+1,144
New +$28.9K
MBUU icon
875
Malibu Boats
MBUU
$567M
$30K 0.01%
+724
New +$26.2K
33 34
35
36 37

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

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.