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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
+8.42%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$103M
Cap. Flow
+$65.4M
Cap. Flow %
8.96%
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$7.61M
2
UNP icon
Union Pacific
UNP
+$6.16M
3
MCD icon
McDonald's
MCD
+$6.05M
4
FISV
Fiserv Inc
FISV
+$5.83M
5
ABBV icon
AbbVie
ABBV
+$5.51M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$6.07M
2
USB icon
US Bancorp
USB
+$5.86M
3
AMAT icon
Applied Materials
AMAT
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
CSX icon
CSX Corp
CSX
+$3.67M

Sector Composition

Rank Sector Weight
1 Technology 17.12%
2 Consumer Discretionary 15.57%
3 Financials 13.9%
4 Industrials 12.85%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFG icon
126
West Fraser Timber
WFG
$5.65B
$1.69M 0.23%
17,149
+3,515
+26% +$261K
SLF icon
127
Sun Life Financial
SLF
$45.4B
$1.68M 0.23%
18,537
-3,685
-17% -$226K
AEM icon
128
Agnico Eagle Mines
AEM
$90.5B
$1.68M 0.23%
10,328
+8,486
+461% +$985K
PKG icon
129
Packaging Corp of America
PKG
$22.8B
$1.67M 0.23%
8,869
+143
+2% +$27K
BCE icon
130
BCE
BCE
$21.2B
$1.67M 0.23%
+55,321
New +$1.21M
BAM icon
131
Brookfield Asset Management
BAM
$83.8B
$1.65M 0.23%
21,942
+13,024
+146% +$699K
WCN
132
Waste Connections
WCN
$42B
$1.65M 0.23%
+6,478
New +$1.25M
EHC icon
133
Encompass Health
EHC
$12.4B
$1.65M 0.23%
+13,421
New +$1.53M
CMCSA icon
134
Comcast
CMCSA
$90B
$1.65M 0.23%
46,101
-10,646
-19% -$368K
MET icon
135
MetLife
MET
$62.1B
$1.64M 0.23%
+20,408
New +$1.57M
TU icon
136
Telus
TU
$15.3B
$1.64M 0.22%
75,197
-11,549
-13% -$179K
PM icon
137
Philip Morris
PM
$295B
$1.63M 0.22%
8,953
+7,359
+462% +$1.26M
GNTX icon
138
Gentex
GNTX
$5.07B
$1.63M 0.22%
73,903
+22,490
+44% +$492K
FNV icon
139
Franco-Nevada
FNV
$46B
$1.61M 0.22%
9,066
+6,953
+329% +$1.15M
INSM icon
140
Insmed
INSM
$28.6B
$1.61M 0.22%
+15,961
New +$1.22M
KR icon
141
Kroger
KR
$34.8B
$1.6M 0.22%
22,315
+5,463
+32% +$377K
LTH icon
142
Life Time Group Holdings
LTH
$9.79B
$1.59M 0.22%
52,368
-47,848
-48% -$1.42M
EGO icon
143
Eldorado Gold
EGO
$9.89B
$1.55M 0.21%
63,080
+35,854
+132% +$698K
NOW icon
144
ServiceNow
NOW
$129B
$1.55M 0.21%
7,555
+1,935
+34% +$365K
GNW icon
145
Genworth Financial
GNW
$3.71B
$1.54M 0.21%
197,605
+73,959
+60% +$517K
MELI icon
146
Mercado Libre
MELI
$92.3B
$1.53M 0.21%
+585
New +$1.37M
TTWO icon
147
Take-Two Interactive
TTWO
$46.1B
$1.53M 0.21%
+6,290
New +$1.42M
CMI icon
148
Cummins
CMI
$88.7B
$1.52M 0.21%
+4,645
New +$1.44M
RHI icon
149
Robert Half
RHI
$4.37B
$1.52M 0.21%
36,970
+30,309
+455% +$1.38M
DIS icon
150
Walt Disney
DIS
$181B
$1.51M 0.21%
12,151
-34,579
-74% -$3.59M
4 5
6
7 8

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Aigen Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Aigen Investment Management held 1,126 positions worth $730M, up 16% from $627M the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Aigen Investment Management deployed $65.4M of net new capital in Q2 2025, opening 399 new positions and adding to 185 existing holdings. Its largest new stake was Amphenol: 93,074 shares worth $9.19M.

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

On the sell side, the largest reduction was US Bancorp, an estimated $5.86M trimmed.

  • Aigen Investment Management's largest Q2 2025 buy was Amphenol: 93,074 shares worth $9.19M.
  • Aigen Investment Management added most to AbbVie in Q2 2025, an estimated $5.51M increase.
  • Aigen Investment Management's biggest Q2 2025 reduction was US Bancorp, cutting an estimated $5.86M.
  • Aigen Investment Management fully exited Aon in Q2 2025, selling an estimated $6.07M.
  • Aigen Investment Management's ten largest holdings make up 8.7% of its $730M portfolio in Q2 2025.
  • Aigen Investment Management opened 399 new positions and closed 376 in Q2 2025.
  • Aigen Investment Management's portfolio value rose 16% quarter-over-quarter to $730M.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.