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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
+8.42%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$103M
Cap. Flow
+$65.4M
Cap. Flow %
8.96%
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$7.61M
2
UNP icon
Union Pacific
UNP
+$6.16M
3
MCD icon
McDonald's
MCD
+$6.05M
4
FISV
Fiserv Inc
FISV
+$5.83M
5
ABBV icon
AbbVie
ABBV
+$5.51M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$6.07M
2
USB icon
US Bancorp
USB
+$5.86M
3
AMAT icon
Applied Materials
AMAT
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
CSX icon
CSX Corp
CSX
+$3.67M

Sector Composition

Rank Sector Weight
1 Technology 17.12%
2 Consumer Discretionary 15.57%
3 Financials 13.9%
4 Industrials 12.85%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ODD icon
176
ODDITY Tech
ODD
$651M
$1.31M 0.18%
+17,391
New +$1.06M
FCN icon
177
FTI Consulting
FCN
$4.18B
$1.31M 0.18%
8,120
+3,459
+74% +$565K
SHAK icon
178
Shake Shack
SHAK
$2.87B
$1.31M 0.18%
9,313
-19,849
-68% -$2.16M
ASX icon
179
ASE Group
ASX
$82.2B
$1.3M 0.18%
+125,835
New +$1.17M
AOS icon
180
A.O. Smith
AOS
$8.7B
$1.29M 0.18%
19,709
+16,219
+465% +$1.06M
DD icon
181
DuPont de Nemours
DD
$19.2B
$1.29M 0.18%
15,003
-6,869
-31% -$571K
KVYO icon
182
Klaviyo
KVYO
$4.73B
$1.29M 0.18%
+38,405
New +$1.22M
KVUE icon
183
Kenvue
KVUE
$36.9B
$1.29M 0.18%
+61,591
New +$1.4M
CBRE icon
184
CBRE Group
CBRE
$42.9B
$1.29M 0.18%
+9,185
New +$1.16M
GLBE icon
185
Global E Online
GLBE
$7.11B
$1.28M 0.18%
38,108
+27,736
+267% +$936K
BKH icon
186
Black Hills Corp
BKH
$5.69B
$1.28M 0.17%
22,751
+11,665
+105% +$683K
HAL icon
187
Halliburton
HAL
$26.6B
$1.27M 0.17%
62,514
-102,632
-62% -$2.15M
ERIE icon
188
Erie Indemnity
ERIE
$13.2B
$1.26M 0.17%
3,635
+1,747
+93% +$648K
NUE icon
189
Nucor
NUE
$62.1B
$1.26M 0.17%
+9,724
New +$1.14M
CRDO icon
190
Credo Technology Group
CRDO
$46.6B
$1.26M 0.17%
13,592
-3,563
-21% -$208K
IDA icon
191
Idacorp
IDA
$8.2B
$1.25M 0.17%
+10,859
New +$1.26M
TMUS icon
192
T-Mobile US
TMUS
$190B
$1.25M 0.17%
5,238
+287
+6% +$70.1K
JXN icon
193
Jackson Financial
JXN
$8.8B
$1.24M 0.17%
14,019
+1,100
+9% +$89.1K
CLS icon
194
Celestica
CLS
$36.5B
$1.24M 0.17%
7,935
+2,250
+40% +$239K
EXLS icon
195
EXL Service
EXLS
$5.29B
$1.24M 0.17%
+28,204
New +$1.29M
OC icon
196
Owens Corning
OC
$12.4B
$1.23M 0.17%
8,979
-14,904
-62% -$2.06M
ATI icon
197
ATI
ATI
$31B
$1.22M 0.17%
+14,119
New +$966K
ENB icon
198
Enbridge
ENB
$112B
$1.21M 0.17%
19,538
-7,742
-28% -$351K
GWRE icon
199
Guidewire Software
GWRE
$14.2B
$1.2M 0.16%
5,111
-109
-2% -$23.4K
TECK icon
200
Teck Resources
TECK
$32.6B
$1.2M 0.16%
21,792
-38,160
-64% -$1.38M
6 7
8
9 10

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Aigen Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Aigen Investment Management held 1,126 positions worth $730M, up 16% from $627M the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Aigen Investment Management deployed $65.4M of net new capital in Q2 2025, opening 399 new positions and adding to 185 existing holdings. Its largest new stake was Amphenol: 93,074 shares worth $9.19M.

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

On the sell side, the largest reduction was US Bancorp, an estimated $5.86M trimmed.

  • Aigen Investment Management's largest Q2 2025 buy was Amphenol: 93,074 shares worth $9.19M.
  • Aigen Investment Management added most to AbbVie in Q2 2025, an estimated $5.51M increase.
  • Aigen Investment Management's biggest Q2 2025 reduction was US Bancorp, cutting an estimated $5.86M.
  • Aigen Investment Management fully exited Aon in Q2 2025, selling an estimated $6.07M.
  • Aigen Investment Management's ten largest holdings make up 8.7% of its $730M portfolio in Q2 2025.
  • Aigen Investment Management opened 399 new positions and closed 376 in Q2 2025.
  • Aigen Investment Management's portfolio value rose 16% quarter-over-quarter to $730M.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.