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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.9B
AUM Growth
-$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,809
New
Increased
Reduced
Closed

Top Buys

1 +$800M
2 +$304M
3 +$261M
4
LIN icon
Linde
LIN
+$237M
5
JPM icon
JPMorgan Chase
JPM
+$208M

Top Sells

1 +$656M
2 +$632M
3 +$474M
4
PG icon
Procter & Gamble
PG
+$428M
5
MU icon
Micron Technology
MU
+$332M

Sector Composition

1 Technology 22.04%
2 Healthcare 15.35%
3 Industrials 11.12%
4 Consumer Discretionary 10.88%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SWKH
2701
DELISTED
SWK Holdings
SWKH
$393K ﹤0.01%
23,100
-8,700
VRP icon
2702
Invesco Variable Rate Preferred ETF
VRP
$2.95B
$393K ﹤0.01%
16,370
-36,208
DTI icon
2703
Drilling Tools International
DTI
$79.8M
$391K ﹤0.01%
90,226
+60,586
LVLU icon
2704
Lulu's Fashion Lounge
LVLU
$21.1M
$390K ﹤0.01%
30,665
+20,001
XPOF icon
2705
Xponential Fitness
XPOF
$285M
$389K ﹤0.01%
64,690
-46,610
PSHG icon
2706
Performance Shipping
PSHG
$20.9M
$389K ﹤0.01%
211,413
+21,465
FIVE icon
2707
Five Below
FIVE
$10.7B
$388K ﹤0.01%
+1,700
MLPA icon
2708
Global X MLP ETF
MLPA
$2.09B
$388K ﹤0.01%
+7,200
VALU icon
2709
Value Line
VALU
$328M
$385K ﹤0.01%
10,900
-100
IJJ icon
2710
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.58B
$384K ﹤0.01%
+2,900
CLST icon
2711
Catalyst Bancorp
CLST
$65.5M
$384K ﹤0.01%
23,200
-100
IMRX icon
2712
Immuneering
IMRX
$285M
$384K ﹤0.01%
72,875
-79,425
IMXI icon
2713
International Money Express
IMXI
$430M
$384K ﹤0.01%
24,300
+5,000
GRNT icon
2714
Granite Ridge Resources
GRNT
$616M
$383K ﹤0.01%
65,200
+42,300
SMMD icon
2715
iShares Russell 2500 ETF
SMMD
$3.52B
$382K ﹤0.01%
+5,000
KLRS
2716
Kalaris Therapeutics
KLRS
$112M
$382K ﹤0.01%
66,151
-21,600
SPNT icon
2717
SiriusPoint
SPNT
$2.67B
$379K ﹤0.01%
+17,600
MOAT icon
2718
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$377K ﹤0.01%
+3,900
MLPX icon
2719
Global X MLP & Energy Infrastructure ETF
MLPX
$3.41B
$377K ﹤0.01%
5,100
+1,700
VYMI icon
2720
Vanguard International High Dividend Yield ETF
VYMI
$19.4B
$377K ﹤0.01%
+4,000
FKWL icon
2721
Franklin Wireless
FKWL
$31M
$376K ﹤0.01%
98,700
-4,700
KO icon
2722
Coca-Cola
KO
$342B
$375K ﹤0.01%
4,948
-3,009,444
RBKB icon
2723
Rhinebeck Bancorp
RBKB
$194M
$375K ﹤0.01%
24,300
+3,100
EFAV icon
2724
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.07B
$375K ﹤0.01%
4,100
-8,300
BTM
2725
DELISTED
Bitcoin Depot
BTM
$373K ﹤0.01%
171,051
-48,182