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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
VET icon
1051
Vermilion Energy
VET
$1.75B
– –
-10,561
Closed -$99.3K
VITL icon
1052
Vital Farms
VITL
$483M
– –
-7,063
Closed -$266K
VLRS
1053
Controladora Vuela Compania de Aviacion
VLRS
$927M
– –
-32,660
Closed -$243K
VLTO icon
1054
Veralto
VLTO
$23.7B
– –
-2,395
Closed -$244K
VMEO
1055
DELISTED
Vimeo
VMEO
– –
-14,221
Closed -$91K
VNT icon
1056
Vontier
VNT
$4.63B
– –
-9,863
Closed -$360K
VOD icon
1057
Vodafone
VOD
$36.4B
– –
-10,961
Closed -$93.1K
VREX icon
1058
Varex Imaging
VREX
$778M
– –
-10,084
Closed -$147K
VRRM icon
1059
Verra Mobility
VRRM
$720M
– –
-12,535
Closed -$303K
VRT icon
1060
Vertiv
VRT
$104B
– –
-10,226
Closed -$1.16M
VSH icon
1061
Vishay Intertechnology
VSH
$5.08B
– –
-32,641
Closed -$553K
VTMX icon
1062
Vesta Real Estate
VTMX
$3.18B
– –
-8,779
Closed -$225K
VVV icon
1063
Valvoline
VVV
$4.3B
– –
-21,214
Closed -$768K
WB icon
1064
Weibo
WB
$1.96B
– –
-17,529
Closed -$167K
WBD icon
1065
Warner Bros
WBD
$67.4B
– –
-167,545
Closed -$1.77M
WCN
1066
Waste Connections
WCN
$41.9B
– –
-6,851
Closed -$1.18M
WDC icon
1067
Western Digital
WDC
$151B
– –
-8,351
Closed -$376K
WEAV icon
1068
Weave Communications
WEAV
$426M
– –
-24,783
Closed -$395K
WFC icon
1069
Wells Fargo
WFC
$265B
– –
-13,935
Closed -$979K
WK icon
1070
Workiva
WK
$3.66B
– –
-4,320
Closed -$473K
WMB icon
1071
Williams Companies
WMB
$87.9B
– –
-63,509
Closed -$3.44M
WSC icon
1072
WillScot Mobile Mini Holdings
WSC
$4.18B
– –
-26,073
Closed -$872K
WSM icon
1073
Williams-Sonoma
WSM
$29.5B
– –
-7,422
Closed -$1.37M
WTRG icon
1074
Essential Utilities
WTRG
$11.3B
– –
-6,781
Closed -$246K
WTS icon
1075
Watts Water Technologies
WTS
$12.8B
– –
-1,206
Closed -$245K
40 41 42
43
44

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WCM
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PFPGI
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PG
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TCM
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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.