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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
+0.5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$432M
AUM Growth
-$214M
Cap. Flow
-$209M
Cap. Flow %
-48.29%
Top 10 Hldgs %
12.7%
Holding
1,042
New
278
Increased
92
Reduced
180
Closed
492

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$7.69M
2
PG icon
Procter & Gamble
PG
+$5.56M
3
IBN icon
ICICI Bank
IBN
+$4.7M
4
MSI icon
Motorola Solutions
MSI
+$4.61M
5
VEEV icon
Veeva Systems
VEEV
+$4.49M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.12M
2
HON icon
Honeywell
HON
+$7.09M
3
BSX icon
Boston Scientific
BSX
+$6.15M
4
NRG icon
NRG Energy
NRG
+$5.93M
5
SCHW
Charles Schwab
SCHW
+$5.45M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 16.68%
3 Industrials 14.02%
4 Consumer Discretionary 13.74%
5 Healthcare 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UWMC icon
1001
UWM Holdings
UWMC
$458M
– –
-31,768
Closed -$193K
VCEL icon
1002
Vericel Corp
VCEL
$2.25B
– –
-7,413
Closed -$233K
VERX icon
1003
Vertex
VERX
$1.97B
– –
-13,594
Closed -$337K
VET icon
1004
Vermilion Energy
VET
$1.73B
– –
-113,843
Closed -$1.22M
VITL icon
1005
Vital Farms
VITL
$502M
– –
-6,827
Closed -$281K
VLO icon
1006
Valero Energy
VLO
$89.2B
– –
-8,662
Closed -$1.47M
VMEO
1007
DELISTED
Vimeo
VMEO
– –
-29,439
Closed -$228K
VNT icon
1008
Vontier
VNT
$4.75B
– –
-34,011
Closed -$1.43M
VRSK icon
1009
Verisk Analytics
VRSK
$23.9B
– –
-5,617
Closed -$1.41M
VSTM icon
1010
Verastem
VSTM
$600M
– –
-13,431
Closed -$119K
VSTS icon
1011
Vestis
VSTS
$1.86B
– –
-29,808
Closed -$135K
W icon
1012
Wayfair
W
$14.6B
– –
-14,823
Closed -$1.32M
WAB icon
1013
Wabtec
WAB
$49.4B
– –
-1,928
Closed -$387K
WEAV icon
1014
Weave Communications
WEAV
$427M
– –
-14,448
Closed -$96.5K
WM icon
1015
Waste Management
WM
$90.7B
– –
-7,193
Closed -$1.59M
WOR icon
1016
Worthington Enterprises
WOR
$2.81B
– –
-3,919
Closed -$217K
WRBY icon
1017
Warby Parker
WRBY
$3.21B
– –
-42,020
Closed -$1.16M
WTTR icon
1018
Select Water Solutions
WTTR
$2.72B
– –
-14,035
Closed -$150K
WY icon
1019
Weyerhaeuser
WY
$18.1B
– –
-48,674
Closed -$1.21M
XPER icon
1020
Xperi
XPER
$340M
– –
-20,750
Closed -$134K
XPEV icon
1021
XPeng
XPEV
$11.4B
– –
-31,041
Closed -$727K
XPO icon
1022
XPO
XPO
$23.5B
– –
-2,289
Closed -$296K
YELP icon
1023
Yelp
YELP
$1.33B
– –
-15,581
Closed -$486K
YPF icon
1024
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.6B
– –
-13,705
Closed -$333K
Z icon
1025
Zillow
Z
$7.4B
– –
-18,483
Closed -$1.42M
38 39 40
41
42

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
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
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
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

Aigen Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Aigen Investment Management held 1,042 positions worth $432M, down 33% from $646M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Aigen Investment Management withdrew a net $209M in Q4 2025, closing 492 positions and reducing 180 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $7.12M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.

Against the trend, Aigen Investment Management opened a new position in Blackrock worth $7.53M.

  • Aigen Investment Management's largest Q4 2025 buy was Blackrock: 7,038 shares worth $7.53M.
  • Aigen Investment Management added most to ICICI Bank in Q4 2025, an estimated $4.7M increase.
  • Aigen Investment Management's biggest Q4 2025 reduction was Boston Scientific, cutting an estimated $6.15M.
  • Aigen Investment Management fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $7.12M.
  • Aigen Investment Management's ten largest holdings make up 13% of its $432M portfolio in Q4 2025.
  • Aigen Investment Management opened 278 new positions and closed 492 in Q4 2025.
  • Aigen Investment Management's portfolio value fell 33% quarter-over-quarter to $432M.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.