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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
+5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$604M
AUM Growth
–
Cap. Flow
+$591M
Cap. Flow
% of AUM
97.94%
Top 10 Holdings %
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$10.3M |
| 2 |
Zoetis
ZTS
|
+$9.81M |
| 3 |
Johnson Controls International
JCI
|
+$7.88M |
| 4 |
Restaurant Brands International
QSR
|
+$7.62M |
| 5 |
FirstEnergy
FE
|
+$7.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.16% |
| 2 | Consumer Discretionary | 13.68% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 11.56% |
| 5 | Technology | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CIT
101
DELISTED
CIT Group Inc.
CIT
| $1.51M | 0.25% |
+33,095
| New | +$1.48M |
|
102
Nordson
NDSN
$17.3B
| $1.5M | 0.25% |
+9,223
| New | +$1.46M |
|
103
First Majestic Silver
AG
$9.03B
| $1.5M | 0.25% |
+122,372
| New | +$1.29M |
|
104
DexCom
DXCM
$32.1B
| $1.5M | 0.25% |
+27,360
| New | +$1.3M |
|
105
Insulet
PODD
$9.83B
| $1.49M | 0.25% |
+8,725
| New | +$1.45M |
|
106
BJs Wholesale Club
BJ
$12.4B
| $1.48M | 0.25% |
+65,142
| New | +$1.61M |
|
107
TotalEnergies
TTE
$190B
| $1.48M | 0.25% |
+26,777
| New | +$1.42M |
|
108
Telephone and Data Systems
TDS
$3.72B
| $1.48M | 0.24% |
+58,172
| New | +$1.43M |
|
109
FedEx
FDX
$75.4B
| $1.48M | 0.24% |
+9,768
| New | +$1.51M |
|
|
NVTA
110
DELISTED
Invitae Corporation
NVTA
| $1.47M | 0.24% |
+90,935
| New | +$1.61M |
|
111
Wayfair
W
$14.6B
| $1.46M | 0.24% |
+16,102
| New | +$1.5M |
|
112
Viatris
VTRS
$19.2B
| $1.45M | 0.24% |
+72,239
| New | +$1.34M |
|
|
NBL
113
DELISTED
Noble Energy, Inc.
NBL
| $1.43M | 0.24% |
+57,616
| New | +$1.22M |
|
114
First American
FAF
$7.61B
| $1.4M | 0.23% |
+23,931
| New | +$1.46M |
|
115
Alkermes
ALKS
$8.28B
| $1.34M | 0.22% |
+65,751
| New | +$1.31M |
|
116
Workiva
WK
$3.57B
| $1.34M | 0.22% |
+31,894
| New | +$1.34M |
|
117
US Bancorp
USB
$99.6B
| $1.33M | 0.22% |
+22,501
| New | +$1.3M |
|
118
Red Rock Resorts
RRR
$3.62B
| $1.32M | 0.22% |
+55,194
| New | +$1.23M |
|
119
B&G Foods
BGS
$282M
| $1.3M | 0.22% |
+72,710
| New | +$1.22M |
|
|
HI
120
DELISTED
Hillenbrand
HI
| $1.29M | 0.21% |
+38,872
| New | +$1.23M |
|
|
HES
121
DELISTED
Hess
HES
| $1.27M | 0.21% |
+18,942
| New | +$1.24M |
|
122
Methanex
MEOH
$4.14B
| $1.26M | 0.21% |
+32,740
| New | +$1.23M |
|
|
AXE
123
DELISTED
Anixter International Inc
AXE
| $1.26M | 0.21% |
+13,707
| New | +$1.11M |
|
124
FS KKR Capital
FSK
$3.44B
| $1.25M | 0.21% |
+51,089
| New | +$1.22M |
|
125
Appian
APPN
$2.55B
| $1.25M | 0.21% |
+32,637
| New | +$1.41M |
|
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Aigen Investment Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Aigen Investment Management, which disclosed 1,169 positions worth $604M. Its ten largest holdings account for 12% of the portfolio.
Its largest position is Wells Fargo: 195,937 shares worth $10.5M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Consumer Discretionary and Financials.
- Aigen Investment Management's largest Q4 2019 buy was Wells Fargo: 195,937 shares worth $10.5M.
- Aigen Investment Management's ten largest holdings make up 12% of its $604M portfolio in Q4 2019.
- Aigen Investment Management disclosed 1,169 positions in Q4 2019, its first 13F filing on record.
Based on Aigen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.