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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
+5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$604M
AUM Growth
–
Cap. Flow
+$591M
Cap. Flow
% of AUM
97.94%
Top 10 Holdings %
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$10.3M |
| 2 |
Zoetis
ZTS
|
+$9.81M |
| 3 |
Johnson Controls International
JCI
|
+$7.88M |
| 4 |
Restaurant Brands International
QSR
|
+$7.62M |
| 5 |
FirstEnergy
FE
|
+$7.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.16% |
| 2 | Consumer Discretionary | 13.68% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 11.56% |
| 5 | Technology | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Entegris
ENTG
$23.2B
| $17K | ﹤0.01% |
+349
| New | +$16.8K |
|
927
Hecla Mining
HL
$11.3B
| $17K | ﹤0.01% |
+4,876
| New | +$12K |
|
|
HONE
928
DELISTED
HarborOne Bancorp
HONE
| $17K | ﹤0.01% |
+1,554
| New | +$16.3K |
|
|
WRK
929
DELISTED
WestRock Company
WRK
| $17K | ﹤0.01% |
+400
| New | +$15.6K |
|
|
LBAI
930
DELISTED
Lakeland Bancorp Inc
LBAI
| $17K | ﹤0.01% |
+970
| New | +$16K |
|
931
Addus HomeCare
ADUS
$2.23B
| $16K | ﹤0.01% |
+167
| New | +$14.7K |
|
932
BioLife Solutions
BLFS
$1.7B
| $16K | ﹤0.01% |
+986
| New | +$16K |
|
|
BRKL
933
DELISTED
Brookline Bancorp
BRKL
| $16K | ﹤0.01% |
+973
| New | +$15.3K |
|
934
LCI Industries
LCII
$2.65B
| $16K | ﹤0.01% |
+151
| New | +$15.3K |
|
935
OneSpan
OSPN
$618M
| $16K | ﹤0.01% |
+917
| New | +$15.6K |
|
936
Primerica
PRI
$9.89B
| $16K | ﹤0.01% |
+125
| New | +$16.1K |
|
937
Rhythm Pharmaceuticals
RYTM
$7.96B
| $16K | ﹤0.01% |
+679
| New | +$15.1K |
|
|
LL
938
DELISTED
LL Flooring Holdings, Inc.
LL
| $16K | ﹤0.01% |
+1,687
| New | +$15.8K |
|
|
PLYA
939
DELISTED
Playa Hotels & Resorts
PLYA
| $15K | ﹤0.01% |
+1,738
| New | +$13.5K |
|
940
Univest Financial
UVSP
$1.18B
| $15K | ﹤0.01% |
+543
| New | +$14.1K |
|
|
BMTC
941
DELISTED
Bryn Mawr Bank Corp
BMTC
| $15K | ﹤0.01% |
+363
| New | +$14K |
|
942
Adeia
ADEA
$3.11B
| $14K | ﹤0.01% |
+2,880
| New | +$15.3K |
|
943
Cameco
CCJ
$42.4B
| $14K | ﹤0.01% |
+1,554
| New | +$14.4K |
|
944
eGain
EGAN
$201M
| $14K | ﹤0.01% |
+1,809
| New | +$14K |
|
945
Huron Consulting
HURN
$2.42B
| $14K | ﹤0.01% |
+204
| New | +$13.3K |
|
946
LG Display
LPL
$3.3B
| $14K | ﹤0.01% |
+1,987
| New | +$12.4K |
|
947
RE/MAX Holdings
RMAX
$242M
| $14K | ﹤0.01% |
+369
| New | +$13.3K |
|
|
SJI
948
DELISTED
South Jersey Industries, Inc.
SJI
| $14K | ﹤0.01% |
+431
| New | +$13.6K |
|
|
VSTO
949
DELISTED
Vista Outdoor Inc.
VSTO
| $14K | ﹤0.01% |
+1,894
| New | +$14.2K |
|
950
Hope Bancorp
HOPE
$1.79B
| $13K | ﹤0.01% |
+860
| New | +$12.5K |
|
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Aigen Investment Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Aigen Investment Management, which disclosed 1,169 positions worth $604M. Its ten largest holdings account for 12% of the portfolio.
Its largest position is Wells Fargo: 195,937 shares worth $10.5M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Consumer Discretionary and Financials.
- Aigen Investment Management's largest Q4 2019 buy was Wells Fargo: 195,937 shares worth $10.5M.
- Aigen Investment Management's ten largest holdings make up 12% of its $604M portfolio in Q4 2019.
- Aigen Investment Management disclosed 1,169 positions in Q4 2019, its first 13F filing on record.
Based on Aigen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.