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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
LHX icon
901
L3Harris
LHX
$54B
– –
-4,048
Closed -$851K
LKQ icon
902
LKQ Corp
LKQ
$6.22B
– –
-20,648
Closed -$759K
LULU icon
903
lululemon athletica
LULU
$14.5B
– –
-5,829
Closed -$2.23M
LYB icon
904
LyondellBasell Industries
LYB
$20.2B
– –
-16,609
Closed -$1.23M
LZ icon
905
LegalZoom.com
LZ
$973M
– –
-10,136
Closed -$76.1K
MAG
906
DELISTED
MAG Silver
MAG
– –
-11,501
Closed -$156K
MAN icon
907
ManpowerGroup
MAN
$2.63B
– –
-10,122
Closed -$584K
MAT icon
908
Mattel
MAT
$4.21B
– –
-42,731
Closed -$758K
MCD icon
909
McDonald's
MCD
$194B
– –
-1,370
Closed -$397K
MCHP icon
910
Microchip Technology
MCHP
$44.2B
– –
-10,244
Closed -$587K
MCO icon
911
Moody's
MCO
$82.8B
– –
-4,866
Closed -$2.3M
MDB icon
912
MongoDB
MDB
$33.5B
– –
-3,921
Closed -$913K
MDGL icon
913
Madrigal Pharmaceuticals
MDGL
$11.9B
– –
-1,771
Closed -$546K
MDLZ icon
914
Mondelez International
MDLZ
$78.5B
– –
-38,856
Closed -$2.32M
MET icon
915
MetLife
MET
$61.7B
– –
-11,540
Closed -$945K
META icon
916
Meta Platforms (Facebook)
META
$1.52T
– –
-4,631
Closed -$2.71M
MGM icon
917
MGM Resorts International
MGM
$10.9B
– –
-29,210
Closed -$1.01M
MKL icon
918
Markel Group
MKL
$22.8B
– –
-530
Closed -$915K
MLM icon
919
Martin Marietta Materials
MLM
$33B
– –
-3,451
Closed -$1.78M
MMM icon
920
3M
MMM
$93.9B
– –
-3,386
Closed -$437K
MMS icon
921
Maximus
MMS
$2.9B
– –
-7,215
Closed -$539K
MMSI icon
922
Merit Medical Systems
MMSI
$5.36B
– –
-2,732
Closed -$264K
MMYT icon
923
MakeMyTrip
MMYT
$5.73B
– –
-4,513
Closed -$507K
MOH icon
924
Molina Healthcare
MOH
$10.4B
– –
-4,521
Closed -$1.32M
MPWR icon
925
Monolithic Power Systems
MPWR
$67.9B
– –
-3,237
Closed -$1.92M
35 36
37
38 39

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PG
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TCM
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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.