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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
RNR icon
1026
RenaissanceRe
RNR
$13.4B
– –
-1,099
Closed -$264K
RRX icon
1027
Regal Rexnord
RRX
$11.9B
– –
-2,719
Closed -$310K
RTX icon
1028
RTX Corp
RTX
$301B
– –
-4,386
Closed -$581K
RUSHA icon
1029
Rush Enterprises Class A
RUSHA
$6.22B
– –
-5,933
Closed -$317K
RY icon
1030
Royal Bank of Canada
RY
$293B
– –
-5,605
Closed -$632K
SABR icon
1031
Sabre
SABR
$835M
– –
-37,728
Closed -$106K
SAGE
1032
DELISTED
Sage Therapeutics
SAGE
– –
-16,159
Closed -$128K
SB icon
1033
Safe Bulkers
SB
$774M
– –
-13,345
Closed -$49.2K
SBSW icon
1034
Sibanye-Stillwater
SBSW
$7.53B
– –
-83,297
Closed -$382K
SEB icon
1035
Seaboard Corp
SEB
$4.06B
– –
-92
Closed -$248K
SHG icon
1036
Shinhan Financial Group
SHG
$35.6B
– –
-7,954
Closed -$255K
SLB icon
1037
SLB Ltd
SLB
$75B
– –
-18,763
Closed -$784K
SLQT icon
1038
SelectQuote
SLQT
$121M
– –
-15,085
Closed -$50.4K
SMG icon
1039
ScottsMiracle-Gro
SMG
$3.66B
– –
-6,193
Closed -$340K
SMR icon
1040
NuScale Power
SMR
$4.03B
– –
-11,412
Closed -$162K
SN icon
1041
SharkNinja
SN
$26.1B
– –
-5,532
Closed -$461K
SNCY
1042
DELISTED
Sun Country Airlines
SNCY
– –
-10,807
Closed -$133K
SNDX icon
1043
Syndax Pharmaceuticals
SNDX
$1.82B
– –
-24,158
Closed -$297K
SPOT icon
1044
Spotify
SPOT
$100B
– –
-993
Closed -$546K
SPXC icon
1045
SPX Corp
SPXC
$10.8B
– –
-4,607
Closed -$593K
SRE icon
1046
Sempra
SRE
$54.8B
– –
-7,209
Closed -$514K
SRRK icon
1047
Scholar Rock
SRRK
$6.44B
– –
-7,112
Closed -$229K
SSL icon
1048
Sasol
SSL
$7.1B
– –
-22,295
Closed -$94.3K
STAG icon
1049
STAG Industrial
STAG
$7.19B
– –
-5,621
Closed -$203K
SU icon
1050
Suncor Energy
SU
$70.3B
– –
-16,686
Closed -$646K
40 41
42
43 44

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WCM
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PG
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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.