AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
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 | |
|---|---|---|---|---|---|---|
126
Mercado Libre
MELI
$123B
| $3.52M | 0.22% |
+3,040
| New | +$3.52M |
|
127
Freeport-McMoran
FCX
$66.5B
| $3.43M | 0.21% |
+85,390
| New | +$3.43M |
|
128
Viatris
VTRS
$12.2B
| $3.39M | 0.21% |
+261,897
| New | +$3.39M |
|
129
WEC Energy
WEC
$34.7B
| $3.36M | 0.21% |
+35,209
| New | +$3.36M |
|
130
Becton Dickinson
BDX
$55.1B
| $3.32M | 0.2% |
+13,688
| New | +$3.32M |
|
131
Ford
F
$46.7B
| $3.31M | 0.2% |
158,054
+48,495
| +44% | +$1.01M |
|
132
Ovintiv
OVV
$10.6B
| $3.29M | 0.2% |
100,915
+82,821
| +458% | +$2.7M |
|
133
Starbucks
SBUX
$97.1B
| $3.28M | 0.2% |
+29,086
| New | +$3.28M |
|
134
Caterpillar
CAT
$198B
| $3.27M | 0.2% |
+16,284
| New | +$3.27M |
|
135
Zoom
ZM
$25B
| $3.26M | 0.2% |
17,070
-7,077
| -29% | -$1.35M |
|
136
Zscaler
ZS
$42.7B
| $3.26M | 0.2% |
10,161
+2,330
| +30% | +$747K |
|
137
Visa
V
$666B
| $3.24M | 0.2% |
+15,218
| New | +$3.24M |
|
138
Kimberly-Clark
KMB
$43.1B
| $3.22M | 0.2% |
+23,106
| New | +$3.22M |
|
139
Dell
DELL
$84.4B
| $3.2M | 0.2% |
+56,198
| New | +$3.2M |
|
140
Crocs
CROX
$4.72B
| $3.18M | 0.2% |
22,418
-8,691
| -28% | -$1.23M |
|
141
Upstart Holdings
UPST
$6.44B
| $3.18M | 0.2% |
+21,617
| New | +$3.18M |
|
142
Netflix
NFLX
$529B
| $3.17M | 0.19% |
+5,217
| New | +$3.17M |
|
143
Lowe's Companies
LOW
$151B
| $3.12M | 0.19% |
+12,365
| New | +$3.12M |
|
144
DoorDash
DASH
$105B
| $3.11M | 0.19% |
20,245
+10,464
| +107% | +$1.61M |
|
145
CMS Energy
CMS
$21.4B
| $3.07M | 0.19% |
+48,249
| New | +$3.07M |
|
146
HCA Healthcare
HCA
$98.5B
| $3.04M | 0.19% |
+12,520
| New | +$3.04M |
|
147
Applied Materials
AMAT
$130B
| $3.03M | 0.19% |
+20,073
| New | +$3.03M |
|
148
Fiserv
FI
$73.4B
| $3.03M | 0.19% |
+29,167
| New | +$3.03M |
|
149
Pinterest
PINS
$25.8B
| $2.99M | 0.18% |
81,325
-63,806
| -44% | -$2.35M |
|
150
Old Dominion Freight Line
ODFL
$31.7B
| $2.94M | 0.18% |
17,112
+13,112
| +328% | +$2.26M |
|