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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 %
97.94%
Top 10 Hldgs %
11.95%
Holding
1,169
New
1,169
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$10.3M
2
ZTS icon
Zoetis
ZTS
+$9.81M
3
JCI icon
Johnson Controls International
JCI
+$7.88M
4
QSR icon
Restaurant Brands International
QSR
+$7.62M
5
FE icon
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
GDDY icon
126
GoDaddy
GDDY
$11.5B
$1.24M 0.21%
+18,270
New +$1.21M
LUV icon
127
Southwest Airlines
LUV
$23B
$1.24M 0.21%
+22,978
New +$1.27M
NEWR
128
DELISTED
New Relic, Inc.
NEWR
$1.23M 0.2%
+18,775
New +$1.22M
BTI icon
129
British American Tobacco
BTI
$128B
$1.23M 0.2%
+29,041
New +$1.09M
WPX
130
DELISTED
WPX Energy, Inc.
WPX
$1.23M 0.2%
+89,746
New +$958K
MBT
131
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$1.23M 0.2%
+121,363
New +$1.11M
COUP
132
DELISTED
Coupa Software Incorporated
COUP
$1.23M 0.2%
+8,393
New +$1.2M
UPWK icon
133
Upwork
UPWK
$1.19B
$1.22M 0.2%
+114,320
New +$1.44M
SBAC icon
134
SBA Communications
SBAC
$19.5B
$1.22M 0.2%
+5,053
New +$1.2M
WGO icon
135
Winnebago Industries
WGO
$909M
$1.22M 0.2%
+22,985
New +$1.07M
BKR icon
136
Baker Hughes
BKR
$61.1B
$1.21M 0.2%
+47,111
New +$1.07M
BNFT
137
DELISTED
Benefitfocus, Inc.
BNFT
$1.2M 0.2%
+54,629
New +$1.24M
ERF
138
DELISTED
Enerplus Corporation
ERF
$1.19M 0.2%
+167,263
New +$1.09M
SYF icon
139
Synchrony
SYF
$25.6B
$1.19M 0.2%
+33,104
New +$1.18M
ALEX
140
DELISTED
Alexander & Baldwin
ALEX
$1.19M 0.2%
+56,573
New +$1.28M
AMGN icon
141
Amgen
AMGN
$222B
$1.18M 0.2%
+4,893
New +$1.08M
AAWW
142
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$1.17M 0.19%
+42,590
New +$1.06M
BLD
143
DELISTED
TopBuild
BLD
$1.17M 0.19%
+11,319
New +$1.18M
TENB icon
144
Tenable Holdings
TENB
$4.01B
$1.16M 0.19%
+48,524
New +$1.18M
PEN icon
145
Penumbra
PEN
$12.8B
$1.16M 0.19%
+7,055
New +$1.12M
CLB icon
146
Core Laboratories
CLB
$521M
$1.16M 0.19%
+30,717
New +$1.38M
RARE icon
147
Ultragenyx Pharmaceutical
RARE
$2.55B
$1.15M 0.19%
+26,995
New +$1.11M
LSXMK
148
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$1.15M 0.19%
+31,456
New +$1.1M
CLR
149
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$1.15M 0.19%
+33,611
New +$1.04M
WDC icon
150
Western Digital
WDC
$150B
$1.15M 0.19%
+23,958
New +$999K
4 5
6
7 8

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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.