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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
PSX icon
976
Phillips 66
PSX
$86B
– –
-30,454
Closed -$3.47M
PTCT icon
977
PTC Therapeutics
PTCT
$6.23B
– –
-8,896
Closed -$402K
PWP icon
978
Perella Weinberg Partners
PWP
$1.26B
– –
-13,046
Closed -$311K
QFIN icon
979
Qfin Holdings
QFIN
$1.59B
– –
-5,640
Closed -$216K
QLYS icon
980
Qualys
QLYS
$6.43B
– –
-2,257
Closed -$316K
RBA icon
981
RB Global
RBA
$17.4B
– –
-4,053
Closed -$366K
REXR icon
982
Rexford Industrial Realty
REXR
$8.13B
– –
-18,607
Closed -$719K
RF icon
983
Regions Financial
RF
$26.8B
– –
-83,536
Closed -$1.96M
RGP icon
984
Resources Connection
RGP
$145M
– –
-16,431
Closed -$140K
RH icon
985
RH
RH
$3.47B
– –
-5,301
Closed -$2.09M
RIG icon
986
Transocean
RIG
$6.33B
– –
-47,019
Closed -$176K
RITM icon
987
Rithm Capital
RITM
$5.65B
– –
-25,054
Closed -$271K
RL icon
988
Ralph Lauren
RL
$24.2B
– –
-23,613
Closed -$5.45M
RLI icon
989
RLI Corp
RLI
$5.83B
– –
-3,572
Closed -$294K
RMBS icon
990
Rambus
RMBS
$10.4B
– –
-8,126
Closed -$430K
RNAM
991
DELISTED
Avidity Biosciences
RNAM
– –
-16,270
Closed -$473K
ROL icon
992
Rollins
ROL
$17.9B
– –
-6,020
Closed -$279K
ROP icon
993
Roper Technologies
ROP
$39.9B
– –
-5,605
Closed -$2.91M
RSG icon
994
Republic Services
RSG
$65.7B
– –
-2,784
Closed -$560K
RSI icon
995
Rush Street Interactive
RSI
$2.86B
– –
-17,347
Closed -$238K
RXST icon
996
RxSight
RXST
$273M
– –
-11,849
Closed -$407K
RYAAY icon
997
Ryanair
RYAAY
$30.9B
– –
-7,083
Closed -$309K
RYAM icon
998
Rayonier Advanced Materials
RYAM
$593M
– –
-14,982
Closed -$124K
SAIC icon
999
Saic
SAIC
$5.3B
– –
-4,341
Closed -$485K
SAM icon
1000
Boston Beer
SAM
$1.86B
– –
-1,310
Closed -$393K
38 39
40
41 42

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WCM
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PFPGI
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PG
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SI
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TCM
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HBWM
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DAM
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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.