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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
-3.89%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$59.7M
Cap. Flow
+$86.6M
Cap. Flow %
13.81%
Top 10 Hldgs %
8.76%
Holding
1,093
New
396
Increased
182
Reduced
149
Closed
366

Top Buys

Rank Stock Value
1
USB icon
US Bancorp
USB
+$7.36M
2
BSX icon
Boston Scientific
BSX
+$6.53M
3
AON icon
Aon
AON
+$5.83M
4
AMAT icon
Applied Materials
AMAT
+$5.65M
5
PNC icon
PNC Financial Services
PNC
+$4.69M

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$6.12M
2
RL icon
Ralph Lauren
RL
+$5.45M
3
MDT icon
Medtronic
MDT
+$5.44M
4
MSI icon
Motorola Solutions
MSI
+$4.42M
5
GD icon
General Dynamics
GD
+$4.35M

Sector Composition

Rank Sector Weight
1 Technology 15.65%
2 Financials 15.11%
3 Industrials 13.25%
4 Consumer Discretionary 13.21%
5 Healthcare 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
126
Hubbell
HUBB
$27.2B
$1.49M 0.24%
4,511
+3,464
+331% +$1.34M
TXT icon
127
Textron
TXT
$15.4B
$1.48M 0.24%
20,490
+12,425
+154% +$930K
MTN icon
128
Vail Resorts
MTN
$5.3B
$1.47M 0.24%
9,216
+5,333
+137% +$886K
WFG icon
129
West Fraser Timber
WFG
$5.65B
$1.47M 0.23%
13,634
+4,006
+42% +$330K
PDS
130
Precision Drilling
PDS
$974M
$1.45M 0.23%
22,431
+18,663
+495% +$1.02M
VST icon
131
Vistra
VST
$47.4B
$1.44M 0.23%
12,284
-1,862
-13% -$278K
HOOD icon
132
Robinhood
HOOD
$83.9B
$1.44M 0.23%
34,562
-51,306
-60% -$2.44M
TRI icon
133
Thomson Reuters
TRI
$44.1B
$1.43M 0.23%
+5,666
New +$978K
RCI icon
134
Rogers Communications
RCI
$18.6B
$1.42M 0.23%
37,045
+13,347
+56% +$377K
EQH icon
135
Equitable Holdings
EQH
$14.1B
$1.38M 0.22%
26,468
+1,853
+8% +$97K
NET icon
136
Cloudflare
NET
$107B
$1.37M 0.22%
12,119
+5,859
+94% +$777K
GILD icon
137
Gilead Sciences
GILD
$165B
$1.36M 0.22%
+12,098
New +$1.25M
MRK icon
138
Merck
MRK
$318B
$1.35M 0.22%
15,064
-28,834
-66% -$2.69M
BR icon
139
Broadridge
BR
$19B
$1.35M 0.22%
+5,572
New +$1.31M
CHE icon
140
Chemed
CHE
$7.22B
$1.35M 0.22%
2,194
+192
+10% +$109K
ONC
141
BeOne Medicines Ltd
ONC
$39.4B
$1.35M 0.22%
4,957
+2,242
+83% +$524K
TMUS icon
142
T-Mobile US
TMUS
$190B
$1.32M 0.21%
+4,951
New +$1.22M
VZ icon
143
Verizon
VZ
$196B
$1.32M 0.21%
29,071
-5,855
-17% -$244K
LW icon
144
Lamb Weston
LW
$7.19B
$1.31M 0.21%
+24,621
New +$1.39M
LUV icon
145
Southwest Airlines
LUV
$23B
$1.31M 0.21%
+39,061
New +$1.24M
AU icon
146
AngloGold Ashanti
AU
$48.7B
$1.31M 0.21%
+35,327
New +$1.09M
EG icon
147
Everest Group
EG
$14.4B
$1.3M 0.21%
+3,566
New +$1.26M
WY icon
148
Weyerhaeuser
WY
$18.4B
$1.29M 0.21%
43,959
+32,822
+295% +$977K
BSY icon
149
Bentley Systems
BSY
$10.6B
$1.27M 0.2%
32,392
-484
-1% -$21.6K
TRGP icon
150
Targa Resources
TRGP
$55.1B
$1.27M 0.2%
6,354
-6,238
-50% -$1.24M
4 5
6
7 8

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PG
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HBWM
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Aigen Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Aigen Investment Management held 1,093 positions worth $627M, up 11% from $567M the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.

Aigen Investment Management deployed $86.6M of net new capital in Q1 2025, opening 396 new positions and adding to 182 existing holdings. Its largest new stake was Boston Scientific: 64,812 shares worth $6.54M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Medtronic, an estimated $5.44M trimmed.

  • Aigen Investment Management's largest Q1 2025 buy was Boston Scientific: 64,812 shares worth $6.54M.
  • Aigen Investment Management added most to US Bancorp in Q1 2025, an estimated $7.36M increase.
  • Aigen Investment Management's biggest Q1 2025 reduction was Medtronic, cutting an estimated $5.44M.
  • Aigen Investment Management fully exited ConocoPhillips in Q1 2025, selling an estimated $6.12M.
  • Aigen Investment Management's ten largest holdings make up 8.8% of its $627M portfolio in Q1 2025.
  • Aigen Investment Management opened 396 new positions and closed 366 in Q1 2025.
  • Aigen Investment Management's portfolio value rose 11% quarter-over-quarter to $627M.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.