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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
-3.89%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$59.7M
Cap. Flow
+$86.6M
Cap. Flow %
13.81%
Top 10 Hldgs %
8.76%
Holding
1,093
New
396
Increased
182
Reduced
149
Closed
366

Top Buys

Rank Stock Value
1
USB icon
US Bancorp
USB
+$7.36M
2
BSX icon
Boston Scientific
BSX
+$6.53M
3
AON icon
Aon
AON
+$5.83M
4
AMAT icon
Applied Materials
AMAT
+$5.65M
5
PNC icon
PNC Financial Services
PNC
+$4.69M

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$6.12M
2
RL icon
Ralph Lauren
RL
+$5.45M
3
MDT icon
Medtronic
MDT
+$5.44M
4
MSI icon
Motorola Solutions
MSI
+$4.42M
5
GD icon
General Dynamics
GD
+$4.35M

Sector Composition

Rank Sector Weight
1 Technology 15.65%
2 Financials 15.11%
3 Industrials 13.25%
4 Consumer Discretionary 13.21%
5 Healthcare 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JXN icon
176
Jackson Financial
JXN
$8.8B
$1.08M 0.17%
12,919
+5,558
+76% +$494K
STLA icon
177
Stellantis
STLA
$20.8B
$1.08M 0.17%
+96,311
New +$1.24M
ALAB icon
178
Astera Labs
ALAB
$58B
$1.07M 0.17%
17,920
+6,045
+51% +$559K
CWAN
179
DELISTED
Clearwater Analytics
CWAN
$1.07M 0.17%
39,807
+14,886
+60% +$418K
WLK icon
180
Westlake Corp
WLK
$9.9B
$1.06M 0.17%
10,572
+5,321
+101% +$589K
NVDA icon
181
NVIDIA
NVDA
$5.42T
$1.06M 0.17%
9,747
+1,479
+18% +$187K
ETSY icon
182
Etsy
ETSY
$7.85B
$1.05M 0.17%
22,361
+2,542
+13% +$130K
ALHC icon
183
Alignment Healthcare
ALHC
$2.98B
$1.05M 0.17%
56,545
+45,069
+393% +$672K
CHTR icon
184
Charter Communications
CHTR
$18.2B
$1.04M 0.17%
2,812
+2,038
+263% +$729K
AXON
185
Axon Enterprise
AXON
$46.4B
$1.03M 0.16%
1,961
+587
+43% +$344K
BOX icon
186
Box
BOX
$4.6B
$1.03M 0.16%
+33,303
New +$1.08M
CLX icon
187
Clorox
CLX
$12.7B
$1.02M 0.16%
+6,939
New +$1.06M
IBKR icon
188
Interactive Brokers
IBKR
$39.8B
$1.01M 0.16%
24,304
+14,520
+148% +$719K
YUM icon
189
Yum! Brands
YUM
$41.1B
$1M 0.16%
+6,371
New +$918K
EQIX icon
190
Equinix
EQIX
$103B
$1M 0.16%
+1,229
New +$1.1M
CVX icon
191
Chevron
CVX
$366B
$999K 0.16%
+5,969
New +$934K
CRGY icon
192
Crescent Energy
CRGY
$3.82B
$997K 0.16%
88,721
+55,217
+165% +$761K
WMT icon
193
Walmart Inc
WMT
$890B
$994K 0.16%
11,324
-4,684
-29% -$439K
ZTS icon
194
Zoetis
ZTS
$30B
$993K 0.16%
6,030
-1,690
-22% -$281K
FLR icon
195
Fluor
FLR
$7.96B
$990K 0.16%
+27,646
New +$1.19M
EVR icon
196
Evercore
EVR
$11.8B
$988K 0.16%
4,949
+4,141
+513% +$1.03M
GWRE icon
197
Guidewire Software
GWRE
$14.2B
$978K 0.16%
+5,220
New +$1.01M
EFXT
198
Enerflex
EFXT
$2.44B
$976K 0.16%
+87,751
New +$776K
GEV icon
199
GE Vernova
GEV
$264B
$956K 0.15%
3,131
+1,404
+81% +$490K
MKSI icon
200
MKS Inc
MKSI
$20.6B
$954K 0.15%
11,908
+4,790
+67% +$484K
6 7
8
9 10

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Aigen Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Aigen Investment Management held 1,093 positions worth $627M, up 11% from $567M the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.

Aigen Investment Management deployed $86.6M of net new capital in Q1 2025, opening 396 new positions and adding to 182 existing holdings. Its largest new stake was Boston Scientific: 64,812 shares worth $6.54M.

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

On the sell side, the largest reduction was Medtronic, an estimated $5.44M trimmed.

  • Aigen Investment Management's largest Q1 2025 buy was Boston Scientific: 64,812 shares worth $6.54M.
  • Aigen Investment Management added most to US Bancorp in Q1 2025, an estimated $7.36M increase.
  • Aigen Investment Management's biggest Q1 2025 reduction was Medtronic, cutting an estimated $5.44M.
  • Aigen Investment Management fully exited ConocoPhillips in Q1 2025, selling an estimated $6.12M.
  • Aigen Investment Management's ten largest holdings make up 8.8% of its $627M portfolio in Q1 2025.
  • Aigen Investment Management opened 396 new positions and closed 366 in Q1 2025.
  • Aigen Investment Management's portfolio value rose 11% quarter-over-quarter to $627M.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.