AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
+4.02%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.11B
(+213%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
67.67%
Top 10 Holdings %
Top 10 Hldgs %
9.49%
Holding
1,234
New
784
Increased
123
Reduced
114
Closed
213
Top Buys
| 1 |
Microsoft
MSFT
|
$23.5M |
| 2 |
Procter & Gamble
PG
|
$19.6M |
| 3 |
Amazon
AMZN
|
$17.6M |
| 4 |
Meta Platforms (Facebook)
META
|
$17M |
| 5 |
AbbVie
ABBV
|
$13.7M |
Top Sells
| 1 |
Hormel Foods
HRL
|
$12.3M |
| 2 |
T-Mobile US
TMUS
|
$8.64M |
| 3 |
BHP
BHP
|
$6.43M |
| 4 |
Carrier Global
CARR
|
$5.97M |
| 5 |
Trimble
TRMB
|
$5.11M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Consumer Discretionary | 18.36% |
| 3 | Consumer Staples | 10.2% |
| 4 | Healthcare | 9.86% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Paychex
PAYX
$48.9B
| $4.05M | 0.25% |
31,038
+9,138
| +42% | +$1.19M |
|
102
American Electric Power
AEP
$58.4B
| $3.98M | 0.24% |
+46,191
| New | +$3.98M |
|
103
PG&E
PCG
$33.9B
| $3.95M | 0.24% |
+325,191
| New | +$3.95M |
|
104
Generac Holdings
GNRC
$10.3B
| $3.94M | 0.24% |
11,177
+4,999
| +81% | +$1.76M |
|
105
Dollar Tree
DLTR
$20.4B
| $3.93M | 0.24% |
+28,197
| New | +$3.93M |
|
106
Deckers Outdoor
DECK
$18.2B
| $3.9M | 0.24% |
+61,542
| New | +$3.9M |
|
107
UiPath
PATH
$5.64B
| $3.88M | 0.24% |
89,327
+55,460
| +164% | +$2.41M |
|
108
Expedia Group
EXPE
$26.5B
| $3.81M | 0.23% |
+21,217
| New | +$3.81M |
|
109
Union Pacific
UNP
$132B
| $3.8M | 0.23% |
15,561
-4,866
| -24% | -$1.19M |
|
110
Booking.com
BKNG
$178B
| $3.76M | 0.23% |
+1,694
| New | +$3.76M |
|
111
Estee Lauder
EL
$32.5B
| $3.75M | 0.23% |
10,376
+9,226
| +802% | +$3.33M |
|
112
BJs Wholesale Club
BJ
$12.7B
| $3.74M | 0.23% |
+56,812
| New | +$3.74M |
|
113
General Mills
GIS
$26.8B
| $3.74M | 0.23% |
+57,217
| New | +$3.74M |
|
114
Hewlett Packard
HPE
$30.9B
| $3.72M | 0.23% |
+242,013
| New | +$3.72M |
|
115
Peloton Interactive
PTON
$3.21B
| $3.7M | 0.23% |
+93,838
| New | +$3.7M |
|
116
Fiverr
FVRR
$858M
| $3.68M | 0.23% |
+31,132
| New | +$3.68M |
|
117
McCormick & Company Non-Voting
MKC
$18.9B
| $3.65M | 0.22% |
38,916
+32,792
| +535% | +$3.07M |
|
|
ATVI
118
DELISTED
Activision Blizzard Inc.
ATVI
| $3.64M | 0.22% |
+61,810
| New | +$3.64M |
|
119
Coinbase
COIN
$78B
| $3.64M | 0.22% |
+13,878
| New | +$3.64M |
|
120
DocuSign
DOCU
$15.1B
| $3.6M | 0.22% |
23,342
+20,498
| +721% | +$3.16M |
|
121
Sea Limited
SE
$110B
| $3.59M | 0.22% |
+15,478
| New | +$3.59M |
|
122
Affirm
AFRM
$29.1B
| $3.59M | 0.22% |
+32,889
| New | +$3.59M |
|
|
XYZ
123
Block, Inc.
XYZ
$45.7B
| $3.58M | 0.22% |
+20,555
| New | +$3.58M |
|
124
Cisco
CSCO
$268B
| $3.56M | 0.22% |
+58,975
| New | +$3.56M |
|
125
RH
RH
$4.23B
| $3.54M | 0.22% |
+6,632
| New | +$3.54M |
|