AIM

Aigen Investment Management Portfolio holdings

AUM $646M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$6.38M
3
+$5.74M
4
FISV
Fiserv Inc
FISV
+$5.54M
5
ORCL icon
Oracle
ORCL
+$5.52M

Top Sells

1
+$6.31M
2
+$6.07M
3
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
DIS icon
Walt Disney
DIS
+$4.29M

Sector Composition

1 Technology 17.32%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Industrials 12.79%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAS icon
1026
Masco
MAS
$14.6B
– –
-17,046
OCUL icon
1027
Ocular Therapeutix
OCUL
$2.4B
– –
-16,164
OII icon
1028
Oceaneering
OII
$2.72B
– –
-11,599
OKTA icon
1029
Okta
OKTA
$15.9B
– –
-10,447
OLED icon
1030
Universal Display
OLED
$5.53B
– –
-2,068
SRE icon
1031
Sempra
SRE
$60.4B
– –
-7,209
SRRK icon
1032
Scholar Rock
SRRK
$4.59B
– –
-7,112
SSL icon
1033
Sasol
SSL
$4.02B
– –
-22,295
STAG icon
1034
STAG Industrial
STAG
$7.07B
– –
-5,621
SU icon
1035
Suncor Energy
SU
$59.8B
– –
-16,686
SUZ icon
1036
Suzano
SUZ
$11.9B
– –
-17,018
SXC icon
1037
SunCoke Energy
SXC
$670M
– –
-10,670
SXT icon
1038
Sensient Technologies
SXT
$4.13B
– –
-3,834
TDW icon
1039
Tidewater
TDW
$2.85B
– –
-8,882
TER icon
1040
Teradyne
TER
$35.7B
– –
-8,916
TFC icon
1041
Truist Financial
TFC
$63.9B
– –
-59,175
TFSL icon
1042
TFS Financial
TFSL
$3.97B
– –
-10,306
TGT icon
1043
Target
TGT
$50.4B
– –
-28,479
TGTX icon
1044
TG Therapeutics
TGTX
$4.85B
– –
-9,522
TNET icon
1045
TriNet
TNET
$3.01B
– –
-3,952
VERX icon
1046
Vertex
VERX
$3.08B
– –
-8,489
VFC icon
1047
VF Corp
VFC
$7.35B
– –
-56,115
VICI icon
1048
VICI Properties
VICI
$31B
– –
-16,403
VIR icon
1049
Vir Biotechnology
VIR
$843M
– –
-17,155
VKTX icon
1050
Viking Therapeutics
VKTX
$3.83B
– –
-13,780
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