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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 | |
|---|---|---|---|---|---|---|
76
Danaher
DHR
$144B
| $1.83M | 0.3% |
+13,423
| New | +$1.7M |
|
77
CVR Energy
CVI
$3.13B
| $1.81M | 0.3% |
+44,846
| New | +$1.97M |
|
78
Tapestry
TPR
$32.8B
| $1.8M | 0.3% |
+66,779
| New | +$1.74M |
|
|
PGRE
79
DELISTED
Paramount Group
PGRE
| $1.78M | 0.29% |
+127,868
| New | +$1.72M |
|
|
ARGO
80
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $1.77M | 0.29% |
+26,916
| New | +$1.76M |
|
|
LSXMA
81
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $1.73M | 0.29% |
+49,661
| New | +$1.64M |
|
82
eBay
EBAY
$49.7B
| $1.73M | 0.29% |
+47,911
| New | +$1.74M |
|
83
Macy's
M
$6.68B
| $1.72M | 0.28% |
+101,184
| New | +$1.58M |
|
|
DNKN
84
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $1.71M | 0.28% |
+22,687
| New | +$1.71M |
|
|
HDS
85
DELISTED
HD Supply Holdings, Inc.
HDS
| $1.69M | 0.28% |
+42,013
| New | +$1.67M |
|
86
Erie Indemnity
ERIE
$13.2B
| $1.69M | 0.28% |
+10,166
| New | +$1.8M |
|
87
Shake Shack
SHAK
$2.87B
| $1.68M | 0.28% |
+28,222
| New | +$2.03M |
|
88
Quaker Houghton
KWR
$2.92B
| $1.67M | 0.28% |
+10,138
| New | +$1.57M |
|
89
Arrowhead Research
ARWR
$12.4B
| $1.64M | 0.27% |
+25,922
| New | +$1.29M |
|
|
IRBT
90
DELISTED
iRobot
IRBT
| $1.64M | 0.27% |
+32,457
| New | +$1.63M |
|
91
TripAdvisor
TRIP
$1.26B
| $1.64M | 0.27% |
+54,005
| New | +$1.82M |
|
92
MasTec
MTZ
$21.9B
| $1.6M | 0.26% |
+24,917
| New | +$1.64M |
|
|
PRO
93
DELISTED
PROS Holdings
PRO
| $1.58M | 0.26% |
+26,361
| New | +$1.52M |
|
94
Marathon Petroleum
MPC
$83.7B
| $1.58M | 0.26% |
+26,183
| New | +$1.64M |
|
95
Equitable Holdings
EQH
$14.1B
| $1.57M | 0.26% |
+63,518
| New | +$1.47M |
|
|
PLAN
96
DELISTED
Anaplan, Inc.
PLAN
| $1.56M | 0.26% |
+29,737
| New | +$1.48M |
|
97
Grand Canyon Education
LOPE
$3.98B
| $1.55M | 0.26% |
+16,214
| New | +$1.5M |
|
98
Royal Gold
RGLD
$19.5B
| $1.54M | 0.26% |
+12,618
| New | +$1.49M |
|
|
CXP
99
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $1.54M | 0.25% |
+73,489
| New | +$1.51M |
|
100
Banco Santander Chile
BSAC
$16.6B
| $1.52M | 0.25% |
+65,936
| New | +$1.64M |
|
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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.