AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+4.02%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.11B
(+213%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
67.67%
Top 10 Holdings %
Top 10 Hldgs %
9.49%
Holding
1,234
New
784
Increased
123
Reduced
114
Closed
213
Top Buys
| 1 |
Microsoft
MSFT
|
$23.5M |
| 2 |
Procter & Gamble
PG
|
$19.6M |
| 3 |
Amazon
AMZN
|
$17.6M |
| 4 |
Meta Platforms (Facebook)
META
|
$17M |
| 5 |
AbbVie
ABBV
|
$13.7M |
Top Sells
| 1 |
Hormel Foods
HRL
|
$12.3M |
| 2 |
T-Mobile US
TMUS
|
$8.64M |
| 3 |
BHP
BHP
|
$6.43M |
| 4 |
Carrier Global
CARR
|
$5.97M |
| 5 |
Trimble
TRMB
|
$5.11M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Consumer Discretionary | 18.36% |
| 3 | Consumer Staples | 10.2% |
| 4 | Healthcare | 9.86% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Sprout Social
SPT
$891M
| $255K | 0.02% |
+2,782
| New | +$255K |
|
852
Stanley Black & Decker
SWK
$12.1B
| $255K | 0.02% |
1,381
-10,693
| -89% | -$1.97M |
|
853
Clover Health Investments
CLOV
$1.41B
| $254K | 0.02% |
+57,528
| New | +$254K |
|
854
Werner Enterprises
WERN
$1.71B
| $252K | 0.02% |
+5,448
| New | +$252K |
|
855
Ericsson
ERIC
$26.7B
| $251K | 0.02% |
+23,926
| New | +$251K |
|
856
Lumentum
LITE
$10.4B
| $250K | 0.02% |
+2,593
| New | +$250K |
|
|
BHVN
857
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $250K | 0.02% |
+2,414
| New | +$250K |
|
858
CarGurus
CARG
$3.59B
| $249K | 0.02% |
+7,271
| New | +$249K |
|
859
Hexcel
HXL
$5.16B
| $249K | 0.02% |
+4,958
| New | +$249K |
|
860
Appian
APPN
$2.26B
| $248K | 0.02% |
3,577
+793
| +28% | +$55K |
|
861
Novavax
NVAX
$1.28B
| $247K | 0.02% |
+1,369
| New | +$247K |
|
862
SBA Communications
SBAC
$21.2B
| $246K | 0.02% |
+680
| New | +$246K |
|
863
QuidelOrtho
QDEL
$1.95B
| $244K | 0.02% |
+1,594
| New | +$244K |
|
864
Workiva
WK
$4.48B
| $244K | 0.02% |
+1,847
| New | +$244K |
|
865
Bright Horizons
BFAM
$6.64B
| $243K | 0.01% |
+2,000
| New | +$243K |
|
866
Twist Bioscience
TWST
$1.55B
| $243K | 0.01% |
+2,910
| New | +$243K |
|
|
AMRS
867
DELISTED
Amyris Inc.
AMRS
| $243K | 0.01% |
+44,562
| New | +$243K |
|
868
Assured Guaranty
AGO
$3.91B
| $242K | 0.01% |
+4,866
| New | +$242K |
|
869
Hillenbrand
HI
$1.85B
| $242K | 0.01% |
+4,622
| New | +$242K |
|
870
OGE Energy
OGE
$8.89B
| $241K | 0.01% |
+6,837
| New | +$241K |
|
871
Antero Midstream
AM
$8.73B
| $239K | 0.01% |
24,796
-26,174
| -51% | -$252K |
|
872
Cadence Bank
CADE
$7.04B
| $239K | 0.01% |
+8,062
| New | +$239K |
|
873
Vodafone
VOD
$28.5B
| $239K | 0.01% |
+15,974
| New | +$239K |
|
874
Coca-Cola Europacific Partners
CCEP
$40.4B
| $238K | 0.01% |
+4,409
| New | +$238K |
|
875
Century Communities
CCS
$2.07B
| $238K | 0.01% |
+3,011
| New | +$238K |
|