AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
-2.72%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$580M
AUM Growth
-$1.05B
(-64%)
Cap. Flow
-$1.03B
Cap. Flow
% of AUM
-178.11%
Top 10 Holdings %
Top 10 Hldgs %
14.65%
Holding
1,240
New
219
Increased
144
Reduced
142
Closed
735
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$10.4M |
| 2 |
Stanley Black & Decker
SWK
|
$10M |
| 3 |
Public Service Enterprise Group
PEG
|
$7.89M |
| 4 |
Datadog
DDOG
|
$5.6M |
| 5 |
Biogen
BIIB
|
$5.56M |
Top Sells
| 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 |
Sector Composition
| 1 | Consumer Discretionary | 19.23% |
| 2 | Technology | 15.39% |
| 3 | Industrials | 13.5% |
| 4 | Financials | 9.89% |
| 5 | Healthcare | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
Chegg
CHGG
$168M
| – | – |
-103,511
| Closed | -$2.93M |
|
1227
Check Point Software Technologies
CHKP
$20.3B
| – | – |
-5,543
| Closed | -$616K |
|
1228
C.H. Robinson
CHRW
$15.1B
| – | – |
-8,051
| Closed | -$830K |
|
1229
Charter Communications
CHTR
$36.4B
| – | – |
-6,881
| Closed | -$4.33M |
|
|
CHX
1230
DELISTED
ChampionX
CHX
| – | – |
-13,275
| Closed | -$289K |
|
1231
Cigna
CI
$80.8B
| – | – |
-1,120
| Closed | -$227K |
|
|
CIM
1232
Chimera Investment
CIM
$1.16B
| – | – |
-4,349
| Closed | -$199K |
|
1233
Clover Health Investments
CLOV
$1.37B
| – | – |
-57,528
| Closed | -$254K |
|
1234
Clarivate
CLVT
$2.81B
| – | – |
-13,254
| Closed | -$323K |
|
1235
Clorox
CLX
$15.1B
| – | – |
-16,501
| Closed | -$2.84M |
|
1236
CME Group
CME
$97.2B
| – | – |
-23,850
| Closed | -$5.45M |
|
1237
Chipotle Mexican Grill
CMG
$55.4B
| – | – |
-48,200
| Closed | -$1.55M |
|
1238
Cummins
CMI
$54.5B
| – | – |
-19,256
| Closed | -$4.13M |
|
1239
Centene
CNC
$14.2B
| – | – |
-24,614
| Closed | -$2M |
|
1240
CenterPoint Energy
CNP
$24B
| – | – |
-31,693
| Closed | -$855K |
|