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 | |
|---|---|---|---|---|---|---|
201
Novartis
NVS
$251B
| $2.2M | 0.14% |
26,905
-26,551
| -50% | -$2.17M |
|
202
Camping World
CWH
$1.12B
| $2.18M | 0.13% |
+53,704
| New | +$2.18M |
|
203
Deere & Co
DE
$128B
| $2.18M | 0.13% |
+6,166
| New | +$2.18M |
|
204
KE Holdings
BEKE
$22.4B
| $2.16M | 0.13% |
+111,519
| New | +$2.16M |
|
205
Yum China
YUMC
$16.5B
| $2.15M | 0.13% |
+44,659
| New | +$2.15M |
|
206
Thermo Fisher Scientific
TMO
$186B
| $2.15M | 0.13% |
3,376
+1,912
| +131% | +$1.22M |
|
207
AutoNation
AN
$8.55B
| $2.15M | 0.13% |
17,944
+7,915
| +79% | +$948K |
|
208
NetEase
NTES
$85B
| $2.13M | 0.13% |
+21,158
| New | +$2.13M |
|
209
Dayforce
DAY
$10.9B
| $2.13M | 0.13% |
+20,301
| New | +$2.13M |
|
210
American Express
AXP
$227B
| $2.12M | 0.13% |
+13,022
| New | +$2.12M |
|
211
Shopify
SHOP
$191B
| $2.12M | 0.13% |
15,310
+10,040
| +191% | +$1.39M |
|
212
Philip Morris
PM
$251B
| $2.07M | 0.13% |
+22,522
| New | +$2.07M |
|
213
The Mosaic Company
MOS
$10.3B
| $2.05M | 0.13% |
+56,352
| New | +$2.05M |
|
214
Monolithic Power Systems
MPWR
$41.5B
| $2.03M | 0.12% |
+4,070
| New | +$2.03M |
|
215
Teladoc Health
TDOC
$1.38B
| $2.01M | 0.12% |
+21,294
| New | +$2.01M |
|
216
3M
MMM
$82.7B
| $2M | 0.12% |
13,795
+3,757
| +37% | +$544K |
|
217
Centene
CNC
$14.2B
| $2M | 0.12% |
+24,614
| New | +$2M |
|
218
Hilton Worldwide
HLT
$64B
| $1.98M | 0.12% |
+13,851
| New | +$1.98M |
|
219
Arista Networks
ANET
$180B
| $1.96M | 0.12% |
57,656
-96,680
| -63% | -$3.29M |
|
220
Danaher
DHR
$143B
| $1.96M | 0.12% |
7,020
-15,137
| -68% | -$4.22M |
|
|
BIG
221
DELISTED
Big Lots, Inc.
BIG
| $1.95M | 0.12% |
+44,919
| New | +$1.95M |
|
222
Eversource Energy
ES
$23.6B
| $1.95M | 0.12% |
+22,163
| New | +$1.95M |
|
223
Marsh & McLennan
MMC
$100B
| $1.94M | 0.12% |
11,455
-26,881
| -70% | -$4.56M |
|
224
Urban Outfitters
URBN
$6.35B
| $1.94M | 0.12% |
+64,480
| New | +$1.94M |
|
225
PENN Entertainment
PENN
$2.99B
| $1.93M | 0.12% |
+38,299
| New | +$1.93M |
|