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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
+0.95%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$389M
AUM Growth
-$42.8M
Cap. Flow
-$28.7M
Cap. Flow %
-7.37%
Top 10 Hldgs %
12.12%
Holding
834
New
284
Increased
102
Reduced
110
Closed
338

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.24M
2
SRE icon
Sempra
SRE
+$5.68M
3
COF icon
Capital One
COF
+$5.12M
4
V icon
Visa
V
+$4.63M
5
APD icon
Air Products & Chemicals
APD
+$4.36M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$6.89M
2
MSFT icon
Microsoft
MSFT
+$5.61M
3
PG icon
Procter & Gamble
PG
+$5.41M
4
NFLX icon
Netflix
NFLX
+$5.28M
5
KEY icon
KeyCorp
KEY
+$5.13M

Sector Composition

Rank Sector Weight
1 Financials 17.7%
2 Technology 15.29%
3 Consumer Discretionary 14.91%
4 Industrials 12.84%
5 Healthcare 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTS icon
176
Fortis
FTS
$29.9B
$607K 0.16%
8,765
-10,125
-54% -$556K
DDOG icon
177
Datadog
DDOG
$92.1B
$606K 0.16%
5,130
-648
-11% -$80K
NJR icon
178
New Jersey Resources
NJR
$5.91B
$601K 0.15%
10,951
+255
+2% +$13.2K
DK icon
179
Delek US
DK
$3.88B
$601K 0.15%
13,329
-4,492
-25% -$161K
PLXS icon
180
Plexus
PLXS
$6.71B
$586K 0.15%
+2,893
New +$550K
NSIT icon
181
Insight Enterprises
NSIT
$3.48B
$584K 0.15%
+8,715
New +$712K
ROK icon
182
Rockwell Automation
ROK
$51.4B
$584K 0.15%
+1,627
New +$642K
HOOD icon
183
Robinhood
HOOD
$89.7B
$582K 0.15%
8,403
-7,499
-47% -$658K
SAP icon
184
SAP
SAP
$186B
$578K 0.15%
3,375
-2,837
-46% -$586K
RRX icon
185
Regal Rexnord
RRX
$13.8B
$578K 0.15%
+3,084
New +$573K
ALLY icon
186
Ally Financial
ALLY
$14B
$573K 0.15%
14,614
-1,135
-7% -$46.7K
AON icon
187
Aon
AON
$78.4B
$572K 0.15%
+1,772
New +$589K
AMKR icon
188
Amkor Technology
AMKR
$15.6B
$572K 0.15%
+12,698
New +$608K
LRCX icon
189
Lam Research
LRCX
$392B
$566K 0.15%
+2,649
New +$592K
AME icon
190
Ametek
AME
$54.3B
$566K 0.15%
+2,640
New +$587K
STBA icon
191
S&T Bancorp
STBA
$1.8B
$564K 0.15%
+13,489
New +$563K
EMA
192
Emera Inc
EMA
$16.9B
$559K 0.14%
10,781
-2,147
-17% -$109K
BZ icon
193
Kanzhun
BZ
$6.66B
$554K 0.14%
+41,408
New +$701K
AFL icon
194
Aflac
AFL
$63.5B
$550K 0.14%
+5,017
New +$556K
NVT icon
195
nVent Electric
NVT
$25.1B
$535K 0.14%
+4,527
New +$514K
ACA icon
196
Arcosa
ACA
$7.12B
$530K 0.14%
+4,995
New +$568K
ITW icon
197
Illinois Tool Works
ITW
$79.4B
$529K 0.14%
+2,033
New +$553K
OGE icon
198
OGE Energy
OGE
$10.1B
$522K 0.13%
+10,886
New +$498K
ECL icon
199
Ecolab
ECL
$76.8B
$522K 0.13%
+1,962
New +$554K
FNB icon
200
FNB Corp
FNB
$6.82B
$521K 0.13%
31,142
+12,376
+66% +$214K
6 7
8
9 10

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WCM
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PFPGI
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CFA
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PG
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Aigen Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Aigen Investment Management held 834 positions worth $389M, down 9.9% from $432M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $28.7M in Q1 2026, closing 338 positions and reducing 110 holdings. Its most notable exit was Procter & Gamble, an estimated $5.41M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Aigen Investment Management opened a new position in Sempra worth $6.03M.

  • Aigen Investment Management's largest Q1 2026 buy was Sempra: 62,030 shares worth $6.03M.
  • Aigen Investment Management added most to Home Depot in Q1 2026, an estimated $6.24M increase.
  • Aigen Investment Management's biggest Q1 2026 reduction was Blackrock, cutting an estimated $6.89M.
  • Aigen Investment Management fully exited Procter & Gamble in Q1 2026, selling an estimated $5.41M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $389M portfolio in Q1 2026.
  • Aigen Investment Management opened 284 new positions and closed 338 in Q1 2026.
  • Aigen Investment Management's portfolio value fell 9.9% quarter-over-quarter to $389M.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.