AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
-28.09%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$753M
AUM Growth
+$753M
(+25%)
Cap. Flow
+$267M
Cap. Flow
% of AUM
35.5%
Top 10 Holdings %
Top 10 Hldgs %
9.44%
Holding
1,737
New
568
Increased
434
Reduced
241
Closed
491
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
$10.3M |
| 2 |
Microsoft
MSFT
|
$9.18M |
| 3 |
Duke Energy
DUK
|
$8.26M |
| 4 |
Nucor
NUE
|
$7.77M |
| 5 |
Costco
COST
|
$7.27M |
Top Sells
| 1 |
Zoetis
ZTS
|
$8.98M |
| 2 |
FirstEnergy
FE
|
$7.33M |
| 3 |
Cincinnati Financial
CINF
|
$6.04M |
| 4 |
Exelon
EXC
|
$5.27M |
| 5 |
Ball Corp
BALL
|
$5.01M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Healthcare | 14.02% |
| 3 | Financials | 13.64% |
| 4 | Consumer Discretionary | 11.63% |
| 5 | Industrials | 11.54% |
