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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
DBRG icon
851
DigitalBridge
DBRG
$2.95B
– –
-19,978
Closed -$176K
DCGO icon
852
DocGo
DCGO
$62.6M
– –
-16,652
Closed -$44K
DEA
853
Easterly Government Properties
DEA
$1.18B
– –
-20,028
Closed -$531K
DOCS icon
854
Doximity
DOCS
$4.88B
– –
-13,834
Closed -$803K
DOO
855
Bombardier Recreational Products
DOO
$4.77B
– –
-13,350
Closed -$649K
DOV icon
856
Dover
DOV
$28.4B
– –
-1,163
Closed -$204K
DPZ icon
857
Domino's
DPZ
$11.6B
– –
-3,389
Closed -$1.56M
DV icon
858
DoubleVerify
DV
$2.03B
– –
-12,670
Closed -$169K
DVAX
859
DELISTED
Dynavax Technologies
DVAX
– –
-11,982
Closed -$155K
DVN icon
860
Devon Energy
DVN
$47.3B
– –
-23,725
Closed -$887K
ECL icon
861
Ecolab
ECL
$79.9B
– –
-13,473
Closed -$3.42M
EG icon
862
Everest Group
EG
$14.4B
– –
-3,566
Closed -$1.3M
ELS icon
863
Equity Lifestyle Properties
ELS
$12.6B
– –
-11,781
Closed -$786K
EQH icon
864
Equitable Holdings
EQH
$14.1B
– –
-26,468
Closed -$1.38M
EQIX icon
865
Equinix
EQIX
$103B
– –
-1,229
Closed -$1M
ERO icon
866
Ero Copper
ERO
$3.58B
– –
-44,254
Closed -$771K
ES icon
867
Eversource Energy
ES
$27.2B
– –
-14,537
Closed -$903K
ETSY icon
868
Etsy
ETSY
$7.85B
– –
-22,361
Closed -$1.05M
EVER icon
869
EverQuote
EVER
$906M
– –
-11,964
Closed -$313K
EVR icon
870
Evercore
EVR
$11.8B
– –
-4,949
Closed -$988K
AGNT
871
AGNT Inc
AGNT
$734M
– –
-21,815
Closed -$213K
FBP icon
872
First Bancorp
FBP
$4.38B
– –
-31,536
Closed -$605K
FERG icon
873
Ferguson
FERG
$49.8B
– –
-4,566
Closed -$732K
FFIC
874
DELISTED
Flushing Financial
FFIC
– –
-10,021
Closed -$127K
FICO icon
875
Fair Isaac
FICO
$22.5B
– –
-455
Closed -$839K
33 34
35
36 37

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WCM
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PFPGI
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PG
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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.