AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+4.02%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.11B
(+213%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
67.67%
Top 10 Holdings %
Top 10 Hldgs %
9.49%
Holding
1,234
New
784
Increased
123
Reduced
114
Closed
213
Top Buys
| 1 |
Microsoft
MSFT
|
$23.5M |
| 2 |
Procter & Gamble
PG
|
$19.6M |
| 3 |
Amazon
AMZN
|
$17.6M |
| 4 |
Meta Platforms (Facebook)
META
|
$17M |
| 5 |
AbbVie
ABBV
|
$13.7M |
Top Sells
| 1 |
Hormel Foods
HRL
|
$12.3M |
| 2 |
T-Mobile US
TMUS
|
$8.64M |
| 3 |
BHP
BHP
|
$6.43M |
| 4 |
Carrier Global
CARR
|
$5.97M |
| 5 |
Trimble
TRMB
|
$5.11M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Consumer Discretionary | 18.36% |
| 3 | Consumer Staples | 10.2% |
| 4 | Healthcare | 9.86% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Electronic Arts
EA
$42.2B
| $2.47M | 0.15% |
+19,403
| New | +$2.47M |
|
177
TJX Companies
TJX
$155B
| $2.47M | 0.15% |
+33,303
| New | +$2.47M |
|
178
Unilever
UL
$158B
| $2.46M | 0.15% |
+46,211
| New | +$2.46M |
|
179
American Airlines Group
AAL
$8.63B
| $2.45M | 0.15% |
+136,906
| New | +$2.45M |
|
180
Advance Auto Parts
AAP
$3.63B
| $2.41M | 0.15% |
+10,407
| New | +$2.41M |
|
181
Albertsons Companies
ACI
$10.7B
| $2.4M | 0.15% |
+77,734
| New | +$2.4M |
|
|
ATH
182
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $2.39M | 0.15% |
+29,344
| New | +$2.39M |
|
183
Linde
LIN
$220B
| $2.36M | 0.15% |
6,922
+5,260
| +316% | +$1.8M |
|
184
Las Vegas Sands
LVS
$36.9B
| $2.36M | 0.15% |
+64,147
| New | +$2.36M |
|
185
Quest Diagnostics
DGX
$20.5B
| $2.35M | 0.14% |
+14,476
| New | +$2.35M |
|
186
ASML
ASML
$307B
| $2.34M | 0.14% |
2,929
+38
| +1% | +$30.3K |
|
187
Carlyle Group
CG
$23.1B
| $2.34M | 0.14% |
+43,346
| New | +$2.34M |
|
188
Pinduoduo
PDD
$177B
| $2.31M | 0.14% |
40,355
+33,496
| +488% | +$1.92M |
|
189
Lucid Motors
LCID
$5.66B
| $2.31M | 0.14% |
+4,781
| New | +$2.31M |
|
190
Under Armour
UAA
$2.2B
| $2.3M | 0.14% |
+109,172
| New | +$2.3M |
|
191
Analog Devices
ADI
$122B
| $2.29M | 0.14% |
+12,970
| New | +$2.29M |
|
192
Air Products & Chemicals
APD
$64.5B
| $2.29M | 0.14% |
+7,694
| New | +$2.29M |
|
193
Tapestry
TPR
$21.7B
| $2.28M | 0.14% |
+54,921
| New | +$2.28M |
|
194
GSK
GSK
$81.5B
| $2.28M | 0.14% |
+42,230
| New | +$2.28M |
|
195
Otis Worldwide
OTIS
$34.1B
| $2.28M | 0.14% |
26,900
-2,726
| -9% | -$231K |
|
196
Agnico Eagle Mines
AEM
$76.3B
| $2.26M | 0.14% |
44,528
+14,148
| +47% | +$717K |
|
197
Zimmer Biomet
ZBH
$20.9B
| $2.24M | 0.14% |
18,581
+4,163
| +29% | +$503K |
|
198
TC Energy
TRP
$53.9B
| $2.24M | 0.14% |
+48,744
| New | +$2.24M |
|
199
Etsy
ETSY
$5.36B
| $2.24M | 0.14% |
+9,803
| New | +$2.24M |
|
200
Enbridge
ENB
$105B
| $2.23M | 0.14% |
+59,909
| New | +$2.23M |
|