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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
SUZ icon
1051
Suzano
SUZ
$10.1B
– –
-17,018
Closed -$158K
SXC icon
1052
SunCoke Energy
SXC
$797M
– –
-10,670
Closed -$98.2K
SXT icon
1053
Sensient Technologies
SXT
$5.53B
– –
-3,834
Closed -$285K
SYY icon
1054
Sysco
SYY
$40.3B
– –
-39,789
Closed -$2.99M
T icon
1055
AT&T
T
$163B
– –
-12,566
Closed -$355K
TAC icon
1056
TransAlta
TAC
$3.93B
– –
-62,823
Closed -$844K
TAL icon
1057
TAL Education Group
TAL
$6.87B
– –
-15,679
Closed -$207K
TARS icon
1058
Tarsus Pharmaceuticals
TARS
$2.84B
– –
-9,802
Closed -$504K
TBLA icon
1059
Taboola.com
TBLA
$1.11B
– –
-42,336
Closed -$125K
TD icon
1060
Toronto Dominion Bank
TD
$200B
– –
-19,905
Closed -$1.72M
TDW icon
1061
Tidewater
TDW
$4.12B
– –
-8,882
Closed -$375K
TER icon
1062
Teradyne
TER
$59.3B
– –
-8,916
Closed -$736K
TFC icon
1063
Truist Financial
TFC
$64B
– –
-59,175
Closed -$2.44M
TFSL icon
1064
TFS Financial
TFSL
$4.93B
– –
-10,306
Closed -$128K
TGT icon
1065
Target
TGT
$68B
– –
-28,479
Closed -$2.97M
TGTX icon
1066
TG Therapeutics
TGTX
$7.62B
– –
-9,522
Closed -$375K
TNET icon
1067
TriNet
TNET
$3.14B
– –
-3,952
Closed -$313K
TPH
1068
DELISTED
Tri Pointe Homes
TPH
– –
-19,651
Closed -$627K
TPR icon
1069
Tapestry
TPR
$32.8B
– –
-25,237
Closed -$1.78M
TRNO icon
1070
Terreno Realty
TRNO
$7.49B
– –
-3,332
Closed -$211K
TRV icon
1071
Travelers Companies
TRV
$80.2B
– –
-902
Closed -$239K
TTEK icon
1072
Tetra Tech
TTEK
$9.07B
– –
-18,187
Closed -$532K
TWLO icon
1073
Twilio
TWLO
$36.6B
– –
-15,598
Closed -$1.53M
TXN icon
1074
Texas Instruments
TXN
$261B
– –
-6,855
Closed -$1.23M
TXT icon
1075
Textron
TXT
$15.4B
– –
-20,490
Closed -$1.48M
41 42
43
44 45

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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.