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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
+6.16%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$646M
AUM Growth
-$83.4M
Cap. Flow
-$99.5M
Cap. Flow %
-15.39%
Top 10 Hldgs %
8.91%
Holding
1,138
New
388
Increased
171
Reduced
203
Closed
374

Top Buys

Rank Stock Value
1
KDP icon
Keurig Dr Pepper
KDP
+$6.55M
2
NSC icon
Norfolk Southern
NSC
+$4.15M
3
NVDA icon
NVIDIA
NVDA
+$4.12M
4
FIS icon
Fidelity National Information Services
FIS
+$3.7M
5
CB icon
Chubb
CB
+$3.66M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$8.48M
2
UNP icon
Union Pacific
UNP
+$6.38M
3
INTU icon
Intuit
INTU
+$6M
4
MCD icon
McDonald's
MCD
+$5.74M
5
ORCL icon
Oracle
ORCL
+$5.52M

Sector Composition

Rank Sector Weight
1 Technology 17.93%
2 Industrials 14.59%
3 Consumer Discretionary 13%
4 Financials 12.98%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTKB icon
851
Cytek Biosciences
CTKB
$606M
– –
-14,730
Closed -$50.1K
CTSH icon
852
Cognizant
CTSH
$26.3B
– –
-5,625
Closed -$439K
CVE icon
853
Cenovus Energy
CVE
$54.5B
– –
-31,856
Closed -$590K
CVLT icon
854
Commault Systems
CVLT
$5.78B
– –
-1,407
Closed -$245K
CVNA icon
855
Carvana
CVNA
$81.5B
– –
-17,400
Closed -$1.17M
DAR icon
856
Darling Ingredients
DAR
$9.99B
– –
-10,593
Closed -$402K
DAVE icon
857
Dave Inc
DAVE
$3.94B
– –
-862
Closed -$231K
DB icon
858
Deutsche Bank
DB
$71.9B
– –
-8,028
Closed -$235K
DCBO
859
Docebo
DCBO
$594M
– –
-18,622
Closed -$698K
DD icon
860
DuPont de Nemours
DD
$19.1B
– –
-15,003
Closed -$1.29M
DELL icon
861
Dell
DELL
$296B
– –
-4,860
Closed -$596K
DGX icon
862
Quest Diagnostics
DGX
$26.2B
– –
-6,414
Closed -$1.15M
DHI icon
863
D.R. Horton
DHI
$41B
– –
-11,423
Closed -$1.47M
DIN icon
864
Dine Brands
DIN
$453M
– –
-8,772
Closed -$213K
DIOD icon
865
Diodes
DIOD
$4.65B
– –
-4,494
Closed -$238K
DIS icon
866
Walt Disney
DIS
$178B
– –
-12,151
Closed -$1.51M
DKNG icon
867
DraftKings
DKNG
$12B
– –
-19,510
Closed -$837K
DKS icon
868
Dick's Sporting Goods
DKS
$19.2B
– –
-2,838
Closed -$561K
DOCN icon
869
DigitalOcean
DOCN
$15.3B
– –
-29,334
Closed -$838K
DRI icon
870
Darden Restaurants
DRI
$24.9B
– –
-1,491
Closed -$325K
DY icon
871
Dycom Industries
DY
$12B
– –
-1,657
Closed -$405K
AXIA
872
DELISTED
AXIA Energia
AXIA
– –
-14,360
Closed -$84.5K
EGBN icon
873
Eagle Bancorp
EGBN
$843M
– –
-12,046
Closed -$235K
EMN icon
874
Eastman Chemical
EMN
$8.39B
– –
-18,806
Closed -$1.4M
ENB icon
875
Enbridge
ENB
$112B
– –
-19,538
Closed -$1.21M
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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DAM
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Aigen Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Aigen Investment Management held 1,138 positions worth $646M, down 11% from $730M the previous quarter. Its ten largest holdings account for 8.9% of the portfolio.

Aigen Investment Management withdrew a net $99.5M in Q3 2025, closing 374 positions and reducing 203 holdings. Its most notable exit was Union Pacific, an estimated $6.38M position sold in full.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Aigen Investment Management opened a new position in Keurig Dr Pepper worth $5.33M.

  • Aigen Investment Management's largest Q3 2025 buy was Keurig Dr Pepper: 208,857 shares worth $5.33M.
  • Aigen Investment Management added most to Chubb in Q3 2025, an estimated $3.66M increase.
  • Aigen Investment Management's biggest Q3 2025 reduction was Amphenol, cutting an estimated $8.48M.
  • Aigen Investment Management fully exited Union Pacific in Q3 2025, selling an estimated $6.38M.
  • Aigen Investment Management's ten largest holdings make up 8.9% of its $646M portfolio in Q3 2025.
  • Aigen Investment Management opened 388 new positions and closed 374 in Q3 2025.
  • Aigen Investment Management's portfolio value fell 11% quarter-over-quarter to $646M.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.