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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
WIX icon
1101
WIX.com
WIX
$2.52B
– –
-4,679
Closed -$764K
WIT icon
1102
Wipro
WIT
$20B
– –
-15,914
Closed -$48.7K
WLK icon
1103
Westlake Corp
WLK
$9.9B
– –
-10,572
Closed -$1.06M
WOR icon
1104
Worthington Enterprises
WOR
$2.86B
– –
-8,333
Closed -$417K
WRB icon
1105
W.R. Berkley
WRB
$26.6B
– –
-6,243
Closed -$444K
WTW icon
1106
Willis Towers Watson
WTW
$32B
– –
-2,381
Closed -$805K
WVE icon
1107
Wave Life Sciences
WVE
$1.2B
– –
-12,151
Closed -$98.2K
WY icon
1108
Weyerhaeuser
WY
$18.4B
– –
-43,959
Closed -$1.29M
XERS icon
1109
Xeris Biopharma Holdings
XERS
$1.45B
– –
-16,769
Closed -$92.1K
XRAY icon
1110
Dentsply Sirona
XRAY
$2.43B
– –
-11,872
Closed -$177K
YMM icon
1111
Full Truck Alliance
YMM
$9.99B
– –
-28,655
Closed -$366K
YPF icon
1112
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-7,280
Closed -$255K
Z icon
1113
Zillow
Z
$7.56B
– –
-4,976
Closed -$341K
ZGN icon
1114
Zegna
ZGN
$4B
– –
-25,132
Closed -$186K
FLUT icon
1115
Flutter Entertainment
FLUT
$16.4B
– –
-3,817
Closed -$846K
DAY
1116
DELISTED
Dayforce
DAY
– –
-7,468
Closed -$436K
RDDT icon
1117
Reddit
RDDT
$31.1B
– –
-2,944
Closed -$309K
HAFN icon
1118
Hafnia
HAFN
$3.75B
– –
-50,253
Closed -$209K
RBRK icon
1119
Rubrik
RBRK
$18.5B
– –
-13,236
Closed -$807K
CON
1120
Concentra Group Holdings
CON
$4.36B
– –
-17,688
Closed -$384K
FLG
1121
Flagstar Bank National Association
FLG
$5.82B
– –
-37,823
Closed -$440K
ONC
1122
BeOne Medicines Ltd
ONC
$39.4B
– –
-4,957
Closed -$1.35M
JBTM
1123
JBT Marel
JBTM
$6.39B
– –
-4,908
Closed -$600K
TPC
1124
Tutor Perini Cor
TPC
$5.21B
– –
-8,635
Closed -$200K
LGF.B
1125
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
– –
-12,506
Closed -$99K
42 43 44
45
46

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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.