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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
GMED icon
851
Globus Medical
GMED
$11.7B
– –
-2,503
Closed -$207K
GO icon
852
Grocery Outlet
GO
$972M
– –
-21,389
Closed -$334K
GOGO icon
853
Gogo Inc
GOGO
$432M
– –
-38,373
Closed -$310K
GOLF icon
854
Acushnet Holdings
GOLF
$5.34B
– –
-10,161
Closed -$722K
GOOS
855
Canada Goose Holdings
GOOS
$849M
– –
-10,295
Closed -$103K
GXO icon
856
GXO Logistics
GXO
$5.4B
– –
-7,700
Closed -$335K
HBM icon
857
Hudbay
HBM
$12.4B
– –
-10,067
Closed -$81.5K
HES
858
DELISTED
Hess
HES
– –
-18,761
Closed -$2.5M
HGV icon
859
Hilton Grand Vacations
HGV
$3.31B
– –
-5,137
Closed -$200K
HI
860
DELISTED
Hillenbrand
HI
– –
-6,666
Closed -$205K
HLLY icon
861
Holley
HLLY
$382M
– –
-18,693
Closed -$56.5K
HLNE icon
862
Hamilton Lane
HLNE
$5.53B
– –
-1,496
Closed -$221K
HLT icon
863
Hilton Worldwide
HLT
$70B
– –
-881
Closed -$218K
HMC icon
864
Honda
HMC
$41.2B
– –
-20,029
Closed -$572K
HRZN icon
865
Horizon Technology Finance
HRZN
$318M
– –
-14,812
Closed -$133K
HSY icon
866
Hershey
HSY
$36.7B
– –
-3,310
Closed -$561K
HUN icon
867
Huntsman Corp
HUN
$1.82B
– –
-13,601
Closed -$245K
HWC icon
868
Hancock Whitney
HWC
$6.23B
– –
-4,594
Closed -$251K
HWM icon
869
Howmet Aerospace
HWM
$113B
– –
-2,130
Closed -$233K
HXL icon
870
Hexcel
HXL
$7.63B
– –
-6,548
Closed -$411K
IAG icon
871
IAMGOLD
IAG
$10.5B
– –
-88,341
Closed -$456K
IBP icon
872
Installed Building Products
IBP
$6.27B
– –
-1,401
Closed -$246K
IDYA icon
873
IDEAYA Biosciences
IDYA
$3.54B
– –
-10,899
Closed -$280K
IMCR icon
874
Immunocore
IMCR
$1.73B
– –
-10,704
Closed -$316K
IMO icon
875
Imperial Oil
IMO
$62.3B
– –
-19,601
Closed -$1.21M
33 34
35
36 37

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PG
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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.