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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
IMVT icon
876
Immunovant
IMVT
$8.24B
– –
-10,898
Closed -$270K
INDB icon
877
Independent Bank
INDB
$3.97B
– –
-6,591
Closed -$423K
ING icon
878
ING
ING
$101B
– –
-22,350
Closed -$350K
INSM icon
879
Insmed
INSM
$29.4B
– –
-11,936
Closed -$824K
INSP icon
880
Inspire Medical Systems
INSP
$1.73B
– –
-2,645
Closed -$490K
INTA icon
881
Intapp
INTA
$2.99B
– –
-4,097
Closed -$263K
IONS icon
882
Ionis Pharmaceuticals
IONS
$9.46B
– –
-17,723
Closed -$620K
IP icon
883
International Paper
IP
$21.9B
– –
-3,956
Closed -$213K
IQV icon
884
IQVIA
IQV
$39.8B
– –
-7,873
Closed -$1.55M
IT icon
885
Gartner
IT
$12.2B
– –
-5,126
Closed -$2.48M
IVZ icon
886
Invesco
IVZ
$14B
– –
-37,009
Closed -$647K
JBLU icon
887
JetBlue
JBLU
$2.13B
– –
-21,596
Closed -$170K
JD icon
888
JD.com
JD
$45.2B
– –
-33,129
Closed -$1.15M
KBR icon
889
KBR
KBR
$4.83B
– –
-14,139
Closed -$819K
KEX icon
890
Kirby Corp
KEX
$7B
– –
-4,086
Closed -$432K
KEY icon
891
KeyCorp
KEY
$24.3B
– –
-18,878
Closed -$324K
KGC icon
892
Kinross Gold
KGC
$32.5B
– –
-15,191
Closed -$141K
KHC icon
893
Kraft Heinz
KHC
$29.6B
– –
-34,641
Closed -$1.06M
KLAC icon
894
KLA
KLAC
$252B
– –
-3,460
Closed -$218K
KMB icon
895
Kimberly-Clark
KMB
$35.9B
– –
-8,422
Closed -$1.1M
KYMR icon
896
Kymera Therapeutics
KYMR
$9.03B
– –
-5,069
Closed -$204K
LBRDK icon
897
Liberty Broadband Class C
LBRDK
$5.18B
– –
-7,791
Closed -$582K
LEA icon
898
Lear
LEA
$8.05B
– –
-9,055
Closed -$858K
LEGN icon
899
Legend Biotech
LEGN
$4B
– –
-7,363
Closed -$240K
LEVI icon
900
Levi Strauss
LEVI
$9.09B
– –
-35,032
Closed -$606K
34 35
36
37 38

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WCM
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PFPGI
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PG
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SI
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TCM
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HBWM
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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.