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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
BHP icon
76
BHP
BHP
$230B
$2.08M 0.33%
42,861
+30,745
+254% +$1.53M
PNW icon
77
Pinnacle West Capital
PNW
$12.1B
$2.06M 0.33%
21,605
+13,955
+182% +$1.25M
DD icon
78
DuPont de Nemours
DD
$19.2B
$2.05M 0.33%
21,872
-4,925
-18% -$481K
GL icon
79
Globe Life
GL
$14.5B
$2.03M 0.32%
15,427
+9,521
+161% +$1.16M
DEO icon
80
Diageo
DEO
$53.7B
$2.03M 0.32%
+19,360
New +$2.19M
LMT icon
81
Lockheed Martin
LMT
$139B
$2M 0.32%
+4,488
New +$2.07M
IRM icon
82
Iron Mountain
IRM
$36.3B
$1.99M 0.32%
+23,104
New +$2.23M
BIIB icon
83
Biogen
BIIB
$30.6B
$1.97M 0.31%
+14,365
New +$2.05M
MSFT icon
84
Microsoft
MSFT
$3.79T
$1.91M 0.31%
5,097
+3,907
+328% +$1.59M
GOOGL icon
85
Alphabet (Google) Class A
GOOGL
$4.35T
$1.91M 0.3%
12,362
+9,542
+338% +$1.73M
APA icon
86
APA Corp
APA
$14B
$1.88M 0.3%
+89,604
New +$1.97M
NVT icon
87
nVent Electric
NVT
$26.8B
$1.85M 0.3%
+35,380
New +$2.24M
CPB icon
88
Campbell Soup
CPB
$6.76B
$1.84M 0.29%
+45,984
New +$1.8M
SLF icon
89
Sun Life Financial
SLF
$45.7B
$1.83M 0.29%
22,222
+13,022
+142% +$742K
WEX icon
90
WEX
WEX
$6.26B
$1.81M 0.29%
+11,500
New +$1.89M
DRI icon
91
Darden Restaurants
DRI
$24.6B
$1.8M 0.29%
+8,683
New +$1.68M
ALB icon
92
Albemarle
ALB
$15.5B
$1.8M 0.29%
24,932
+19,477
+357% +$1.58M
TU icon
93
Telus
TU
$15B
$1.79M 0.29%
+86,746
New +$1.27M
BG icon
94
Bunge Global
BG
$21.5B
$1.79M 0.29%
23,401
+757
+3% +$56.7K
TPR icon
95
Tapestry
TPR
$32.6B
$1.78M 0.28%
+25,237
New +$1.91M
WEN icon
96
Wendy's
WEN
$1.39B
$1.78M 0.28%
+121,334
New +$1.82M
BERY
97
DELISTED
Berry Global Group, Inc.
BERY
$1.76M 0.28%
25,280
-688
-3% -$47.8K
GWW icon
98
W.W. Grainger
GWW
$60.9B
$1.76M 0.28%
+1,779
New +$1.84M
B
99
Barrick Mining
B
$67B
$1.75M 0.28%
62,500
-16,026
-20% -$281K
EW icon
100
Edwards Lifesciences
EW
$53.1B
$1.75M 0.28%
+24,090
New +$1.72M
2 3
4
5 6

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PFPGI
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PG
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SI
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MA
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TCM
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HBWM
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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.