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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
+8.42%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$103M
Cap. Flow
+$65.4M
Cap. Flow %
8.96%
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$7.61M
2
UNP icon
Union Pacific
UNP
+$6.16M
3
MCD icon
McDonald's
MCD
+$6.05M
4
FISV
Fiserv Inc
FISV
+$5.83M
5
ABBV icon
AbbVie
ABBV
+$5.51M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$6.07M
2
USB icon
US Bancorp
USB
+$5.86M
3
AMAT icon
Applied Materials
AMAT
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
CSX icon
CSX Corp
CSX
+$3.67M

Sector Composition

Rank Sector Weight
1 Technology 17.12%
2 Consumer Discretionary 15.57%
3 Financials 13.9%
4 Industrials 12.85%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LQDA icon
951
Liquidia Corp
LQDA
$8.02B
– –
-10,213
Closed -$151K
LRCX icon
952
Lam Research
LRCX
$390B
– –
-45,492
Closed -$3.31M
LUV icon
953
Southwest Airlines
LUV
$23B
– –
-39,061
Closed -$1.31M
LW icon
954
Lamb Weston
LW
$7.19B
– –
-24,621
Closed -$1.31M
LXU icon
955
LSB Industries
LXU
$693M
– –
-10,533
Closed -$69.4K
MAS icon
956
Masco
MAS
$15.3B
– –
-17,046
Closed -$1.19M
MASI
957
DELISTED
Masimo
MASI
– –
-1,627
Closed -$271K
MC icon
958
Moelis & Co
MC
$4.94B
– –
-4,996
Closed -$292K
MERC icon
959
Mercer International
MERC
$39.8M
– –
-25,239
Closed -$155K
MGA icon
960
Magna International
MGA
$18.8B
– –
-14,594
Closed -$496K
MGNI icon
961
Magnite
MGNI
$3.55B
– –
-13,535
Closed -$154K
MGPI icon
962
MGP Ingredients
MGPI
$375M
– –
-6,900
Closed -$203K
MLCO icon
963
Melco Resorts & Entertainment
MLCO
$2.14B
– –
-11,163
Closed -$58.8K
MOMO
964
Hello Group
MOMO
$866M
– –
-13,542
Closed -$85.5K
MOV icon
965
Movado Group
MOV
$841M
– –
-13,591
Closed -$227K
MP icon
966
MP Materials
MP
$9.1B
– –
-8,597
Closed -$210K
MRK icon
967
Merck
MRK
$318B
– –
-15,064
Closed -$1.35M
MRVI icon
968
Maravai LifeSciences
MRVI
$919M
– –
-16,754
Closed -$37K
MRVL icon
969
Marvell Technology
MRVL
$196B
– –
-46,809
Closed -$2.88M
MSA icon
970
Mine Safety
MSA
$7.49B
– –
-1,800
Closed -$264K
MSCI icon
971
MSCI
MSCI
$40.9B
– –
-886
Closed -$501K
MTD icon
972
Mettler-Toledo International
MTD
$28.6B
– –
-389
Closed -$459K
MTB icon
973
M&T Bank
MTB
$36.2B
– –
-7,045
Closed -$1.26M
MTG icon
974
MGIC Investment
MTG
$6.25B
– –
-8,939
Closed -$222K
MTN icon
975
Vail Resorts
MTN
$5.3B
– –
-9,216
Closed -$1.47M
37 38
39
40 41

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
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Aigen Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Aigen Investment Management held 1,126 positions worth $730M, up 16% from $627M the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Aigen Investment Management deployed $65.4M of net new capital in Q2 2025, opening 399 new positions and adding to 185 existing holdings. Its largest new stake was Amphenol: 93,074 shares worth $9.19M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was US Bancorp, an estimated $5.86M trimmed.

  • Aigen Investment Management's largest Q2 2025 buy was Amphenol: 93,074 shares worth $9.19M.
  • Aigen Investment Management added most to AbbVie in Q2 2025, an estimated $5.51M increase.
  • Aigen Investment Management's biggest Q2 2025 reduction was US Bancorp, cutting an estimated $5.86M.
  • Aigen Investment Management fully exited Aon in Q2 2025, selling an estimated $6.07M.
  • Aigen Investment Management's ten largest holdings make up 8.7% of its $730M portfolio in Q2 2025.
  • Aigen Investment Management opened 399 new positions and closed 376 in Q2 2025.
  • Aigen Investment Management's portfolio value rose 16% quarter-over-quarter to $730M.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.