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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
MRCY icon
926
Mercury Systems
MRCY
$6.52B
– –
-5,490
Closed -$231K
MSI icon
927
Motorola Solutions
MSI
$76.5B
– –
-9,570
Closed -$4.42M
MSM icon
928
MSC Industrial Direct
MSM
$6.87B
– –
-5,339
Closed -$399K
MTZ icon
929
MasTec
MTZ
$21.5B
– –
-4,170
Closed -$568K
MWA icon
930
Mueller Water Products
MWA
$4.07B
– –
-30,220
Closed -$680K
MYE icon
931
Myers Industries
MYE
$1.25B
– –
-12,535
Closed -$138K
NABL icon
932
N-able
NABL
$605M
– –
-41,319
Closed -$386K
NEM icon
933
Newmont
NEM
$124B
– –
-72,055
Closed -$2.68M
NGD
934
DELISTED
New Gold Inc
NGD
– –
-83,904
Closed -$208K
NGG icon
935
National Grid
NGG
$79.9B
– –
-7,661
Closed -$436K
NOC icon
936
Northrop Grumman
NOC
$82.1B
– –
-5,063
Closed -$2.38M
NOV icon
937
NOV
NOV
$7.38B
– –
-113,926
Closed -$1.66M
NRG icon
938
NRG Energy
NRG
$25B
– –
-14,218
Closed -$1.28M
NSC icon
939
Norfolk Southern
NSC
$75B
– –
-1,875
Closed -$440K
NSP icon
940
Insperity
NSP
$1.96B
– –
-7,380
Closed -$572K
NSSC icon
941
Napco Security Technologies
NSSC
$1.43B
– –
-8,952
Closed -$318K
NTLA icon
942
Intellia Therapeutics
NTLA
$1.68B
– –
-18,283
Closed -$213K
NTRA icon
943
Natera
NTRA
$45.9B
– –
-1,805
Closed -$286K
NU icon
944
Nu Holdings
NU
$67B
– –
-91,055
Closed -$943K
NUE icon
945
Nucor
NUE
$62.5B
– –
-22,263
Closed -$2.6M
NVS icon
946
Novartis
NVS
$298B
– –
-2,394
Closed -$233K
NWL icon
947
Newell Brands
NWL
$2.51B
– –
-45,321
Closed -$451K
NXE icon
948
NexGen Energy
NXE
$6.91B
– –
-54,982
Closed -$363K
NXST icon
949
Nexstar Media Group
NXST
$5.91B
– –
-4,251
Closed -$672K
ODFL icon
950
Old Dominion Freight Line
ODFL
$44.1B
– –
-2,652
Closed -$468K
36 37
38
39 40

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PG
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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.