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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
+0.5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$432M
AUM Growth
-$214M
Cap. Flow
-$209M
Cap. Flow %
-48.29%
Top 10 Hldgs %
12.7%
Holding
1,042
New
278
Increased
92
Reduced
180
Closed
492

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$7.69M
2
PG icon
Procter & Gamble
PG
+$5.56M
3
IBN icon
ICICI Bank
IBN
+$4.7M
4
MSI icon
Motorola Solutions
MSI
+$4.61M
5
VEEV icon
Veeva Systems
VEEV
+$4.49M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.12M
2
HON icon
Honeywell
HON
+$7.09M
3
BSX icon
Boston Scientific
BSX
+$6.15M
4
NRG icon
NRG Energy
NRG
+$5.93M
5
SCHW
Charles Schwab
SCHW
+$5.45M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 16.68%
3 Industrials 14.02%
4 Consumer Discretionary 13.74%
5 Healthcare 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMIH icon
201
NMI Holdings
NMIH
$3.36B
$677K 0.16%
+16,594
New +$627K
DOCS icon
202
Doximity
DOCS
$4.88B
$661K 0.15%
+14,928
New +$838K
GIB icon
203
CGI
GIB
$15.5B
$661K 0.15%
5,362
-12,071
-69% -$1.08M
A icon
204
Agilent Technologies
A
$41.2B
$659K 0.15%
+4,840
New +$696K
IBKR icon
205
Interactive Brokers
IBKR
$39.8B
$656K 0.15%
+10,206
New +$683K
FCX icon
206
Freeport-McMoran
FCX
$97.5B
$648K 0.15%
+12,767
New +$553K
RVMD icon
207
Revolution Medicines
RVMD
$44B
$647K 0.15%
8,129
-11,117
-58% -$729K
B
208
Barrick Mining
B
$73.2B
$646K 0.15%
14,837
-42,566
-74% -$1.6M
ARCC icon
209
Ares Capital
ARCC
$14.4B
$643K 0.15%
31,808
+19,634
+161% +$396K
MTX icon
210
Minerals Technologies
MTX
$2.34B
$641K 0.15%
10,517
+687
+7% +$40.7K
EMA
211
Emera Inc
EMA
$15.6B
$637K 0.15%
+12,928
New +$625K
BKD icon
212
Brookdale Senior Living
BKD
$3.4B
$636K 0.15%
+58,962
New +$580K
WT icon
213
WisdomTree
WT
$3.22B
$636K 0.15%
+52,139
New +$630K
CTSH icon
214
Cognizant
CTSH
$26B
$632K 0.15%
+7,619
New +$570K
CNH
215
CNH Industrial
CNH
$17.5B
$613K 0.14%
66,472
-52,909
-44% -$528K
SLF icon
216
Sun Life Financial
SLF
$45.4B
$605K 0.14%
+7,059
New +$426K
WAT icon
217
Waters Corp
WAT
$39.9B
$604K 0.14%
1,590
-1,737
-52% -$639K
PEG icon
218
Public Service Enterprise Group
PEG
$37.7B
$600K 0.14%
7,475
-24
-0.3% -$1.96K
DHR icon
219
Danaher
DHR
$144B
$582K 0.13%
2,544
-657
-21% -$144K
HD icon
220
Home Depot
HD
$355B
$581K 0.13%
1,689
-36
-2% -$13.2K
NBTB icon
221
NBT Bancorp
NBTB
$2.74B
$574K 0.13%
+13,829
New +$575K
QRVO icon
222
Qorvo
QRVO
$8.74B
$573K 0.13%
+6,777
New +$598K
BSX icon
223
Boston Scientific
BSX
$71.5B
$566K 0.13%
5,931
-62,679
-91% -$6.15M
CNC icon
224
Centene
CNC
$32.5B
$561K 0.13%
13,621
-2,031
-13% -$76K
PAC icon
225
Grupo Aeroportuario del Pacifico
PAC
$13.3B
$559K 0.13%
2,120
+851
+67% +$198K
7 8
9
10 11

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PFPGI
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PG
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TCM
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HBWM
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Aigen Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Aigen Investment Management held 1,042 positions worth $432M, down 33% from $646M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Aigen Investment Management withdrew a net $209M in Q4 2025, closing 492 positions and reducing 180 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $7.12M position sold in full.

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

Against the trend, Aigen Investment Management opened a new position in Blackrock worth $7.53M.

  • Aigen Investment Management's largest Q4 2025 buy was Blackrock: 7,038 shares worth $7.53M.
  • Aigen Investment Management added most to ICICI Bank in Q4 2025, an estimated $4.7M increase.
  • Aigen Investment Management's biggest Q4 2025 reduction was Boston Scientific, cutting an estimated $6.15M.
  • Aigen Investment Management fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $7.12M.
  • Aigen Investment Management's ten largest holdings make up 13% of its $432M portfolio in Q4 2025.
  • Aigen Investment Management opened 278 new positions and closed 492 in Q4 2025.
  • Aigen Investment Management's portfolio value fell 33% quarter-over-quarter to $432M.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.