Jim Simons

Jim Simons Renaissance Technologies

AUM $75.8B
1-Year Est. Return 50.56%
 

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 Quarter Est. Return
1 Year Est. Return
+50.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.2B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,018
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$721M
3 +$468M
4
UNH icon
UnitedHealth
UNH
+$422M
5
GEV icon
GE Vernova
GEV
+$376M

Top Sells

1 +$673M
2 +$481M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$402M
5
PLTR icon
Palantir
PLTR
+$380M

Sector Composition

1 Technology 19.59%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.51%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AZZ icon
1801
AZZ Inc
AZZ
$3.24B
$3.17M ﹤0.01%
+33,500
ATO icon
1802
Atmos Energy
ATO
$27B
$3.16M ﹤0.01%
20,500
-77,500
RDUS
1803
DELISTED
Radius Recycling
RDUS
$3.15M ﹤0.01%
106,196
+60,600
PDM
1804
Piedmont Realty Trust
PDM
$1.04B
$3.15M ﹤0.01%
432,400
+75,100
MATX icon
1805
Matsons
MATX
$3.89B
$3.15M ﹤0.01%
28,300
+15,700
MTRX icon
1806
Matrix Service
MTRX
$330M
$3.15M ﹤0.01%
233,200
+17,400
VYM icon
1807
Vanguard High Dividend Yield ETF
VYM
$67.8B
$3.15M ﹤0.01%
23,600
-28,400
FCCO icon
1808
First Community Corp
FCCO
$236M
$3.14M ﹤0.01%
128,977
-9,684
EOLS icon
1809
Evolus
EOLS
$458M
$3.14M ﹤0.01%
341,400
+259,800
FBNC icon
1810
First Bancorp
FBNC
$2.17B
$3.14M ﹤0.01%
71,131
+40,598
OUNZ icon
1811
VanEck Merk Gold Trust
OUNZ
$2.47B
$3.13M ﹤0.01%
98,300
-414,600
EQBK icon
1812
Equity Bancshares
EQBK
$873M
$3.13M ﹤0.01%
76,800
+14,317
CHCT
1813
Community Healthcare Trust
CHCT
$454M
$3.13M ﹤0.01%
188,300
+62,900
UFCS icon
1814
United Fire Group
UFCS
$941M
$3.12M ﹤0.01%
108,883
-5,400
CGBL icon
1815
Capital Group Core Balanced ETF
CGBL
$4.21B
$3.11M ﹤0.01%
+93,100
NAVI icon
1816
Navient
NAVI
$1.28B
$3.11M ﹤0.01%
+220,700
BRY
1817
DELISTED
Berry Corp
BRY
$3.11M ﹤0.01%
1,123,165
+295,165
HBNC icon
1818
Horizon Bancorp
HBNC
$926M
$3.11M ﹤0.01%
202,216
+1,500
CVGI icon
1819
Commercial Vehicle Group
CVGI
$56.2M
$3.11M ﹤0.01%
1,872,095
-151,810
ONTF icon
1820
ON24
ONTF
$245M
$3.11M ﹤0.01%
572,034
-84,900
ITOT icon
1821
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$3.11M ﹤0.01%
+23,000
HYS icon
1822
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.52B
$3.1M ﹤0.01%
32,600
-78,700
MDU icon
1823
MDU Resources
MDU
$3.92B
$3.1M ﹤0.01%
185,800
-160,750
DC icon
1824
Dakota Gold
DC
$659M
$3.1M ﹤0.01%
838,840
+30,940
DGII icon
1825
Digi International
DGII
$1.65B
$3.09M ﹤0.01%
88,583
+22,335