AIM

Aigen Investment Management Portfolio holdings

AUM $646M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
-$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.49M
3
+$4.41M
4
CW icon
Curtiss-Wright
CW
+$3.99M
5
CB icon
Chubb
CB
+$3.76M

Top Sells

1
+$9.56M
2
+$6.38M
3
+$6M
4
MCD icon
McDonald's
MCD
+$5.73M
5
ORCL icon
Oracle
ORCL
+$5.52M

Sector Composition

1 Technology 18.11%
2 Industrials 14.56%
3 Consumer Discretionary 12.96%
4 Financials 12.86%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
151
Walmart
WMT
$896B
$1.28M 0.2%
12,394
-26,715
DUK icon
152
Duke Energy
DUK
$93.1B
$1.25M 0.19%
+10,141
RPRX icon
153
Royalty Pharma
RPRX
$16.9B
$1.25M 0.19%
+35,411
ARES icon
154
Ares Management
ARES
$35.2B
$1.25M 0.19%
+7,804
FIVE icon
155
Five Below
FIVE
$8.76B
$1.23M 0.19%
7,951
+1,306
PBR icon
156
Petrobras
PBR
$81.3B
$1.23M 0.19%
+96,963
CSX icon
157
CSX Corp
CSX
$65.1B
$1.22M 0.19%
+34,455
VET icon
158
Vermilion Energy
VET
$1.37B
$1.22M 0.19%
+113,843
WY icon
159
Weyerhaeuser
WY
$15.8B
$1.21M 0.19%
+48,674
CTRA icon
160
Coterra Energy
CTRA
$20.1B
$1.2M 0.19%
+50,719
LYV icon
161
Live Nation Entertainment
LYV
$29.8B
$1.2M 0.19%
7,334
+5,950
YUM icon
162
Yum! Brands
YUM
$41B
$1.18M 0.18%
7,770
+5,703
UBER icon
163
Uber
UBER
$182B
$1.18M 0.18%
12,053
-6,143
FLR icon
164
Fluor
FLR
$6.87B
$1.18M 0.18%
+27,985
AQN icon
165
Algonquin Power & Utilities
AQN
$4.59B
$1.18M 0.18%
157,233
+142,290
LBRDK icon
166
Liberty Broadband Class C
LBRDK
$6.56B
$1.17M 0.18%
+18,349
WRBY icon
167
Warby Parker
WRBY
$2.26B
$1.16M 0.18%
42,020
+27,959
CSCO icon
168
Cisco
CSCO
$304B
$1.15M 0.18%
16,832
-21,567
USB icon
169
US Bancorp
USB
$77.2B
$1.15M 0.18%
23,789
-8,846
AMD icon
170
Advanced Micro Devices
AMD
$350B
$1.14M 0.18%
+7,025
AIT icon
171
Applied Industrial Technologies
AIT
$9.71B
$1.14M 0.18%
+4,350
ACN icon
172
Accenture
ACN
$162B
$1.13M 0.17%
+4,578
ITT icon
173
ITT
ITT
$14B
$1.13M 0.17%
+6,315
NOC icon
174
Northrop Grumman
NOC
$78.1B
$1.13M 0.17%
+1,852
JKHY icon
175
Jack Henry & Associates
JKHY
$12.5B
$1.13M 0.17%
+7,566
5 6
7
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