Jim Simons Renaissance Technologies
AUM
$75.2B
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 Return
+8.26%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$41.2B
AUM Growth
+$41.2B
(+8.1%)
Cap. Flow
+$891M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
10.96%
Holding
3,196
New
440
Increased
1,288
Reduced
1,033
Closed
415
Top Buys
| 1 |
IBM
IBM
|
$320M |
| 2 |
Johnson & Johnson
JNJ
|
$221M |
| 3 |
GE Aerospace
GE
|
$156M |
| 4 |
Walt Disney
DIS
|
$154M |
| 5 |
Target
TGT
|
$145M |
Top Sells
| 1 |
Apple
AAPL
|
$283M |
| 2 |
Eli Lilly
LLY
|
$203M |
| 3 |
Microsoft
MSFT
|
$199M |
| 4 |
Bristol-Myers Squibb
BMY
|
$194M |
| 5 |
Citigroup
C
|
$177M |
Sector Composition
| 1 | Technology | 14.01% |
| 2 | Healthcare | 12.1% |
| 3 | Consumer Discretionary | 12% |
| 4 | Consumer Staples | 11.91% |
| 5 | Industrials | 10.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
McDonald's
MCD
$223B
| $718M | 1.74% | 7,462,400 +1,107,500 | +17% | +$107M |
|
2
Novo Nordisk
NVO
$250B
| $531M | 1.29% | 3,136,200 +341,600 | +12% | +$57.8M |
|
|
3
IBM
IBM
$226B
| $524M | 1.27% | 2,831,400 +1,727,300 | +156% | +$320M |
|
4
Colgate-Palmolive
CL
$67.8B
| $455M | 1.1% | 7,665,500 -42,300 | -0.5% | -$2.51M |
|
5
Hershey
HSY
$37B
| $429M | 1.04% | 4,638,600 +778,900 | +20% | +$72M |
|
|
LLTC
6
DELISTED
Linear Technology Corp
LLTC
| $425M | 1.03% | 10,712,300 +739,700 | +7% | +$29.3M |
|
|
7
Eli Lilly
LLY
$658B
| $417M | 1.01% | 8,287,805 -4,038,400 | -33% | -$203M |
|
8
TSMC
TSM
$1.2T
| $387M | 0.94% | 22,802,351 -5,148,320 | -18% | -$87.3M |
|
|
WFM
9
DELISTED
Whole Foods Market Inc
WFM
| $323M | 0.78% | 5,524,248 +284,300 | +5% | +$16.6M |
|
10
Philip Morris
PM
$258B
| $309M | 0.75% | 3,565,500 +484,800 | +16% | +$42M |
|
|
11
Johnson & Johnson
JNJ
$425B
| $284M | 0.69% | 3,275,300 +2,547,900 | +350% | +$221M |
|
12
TJX Companies
TJX
$152B
| $283M | 0.69% | 5,013,800 +375,000 | +8% | +$21.1M |
|
13
Intel
INTC
$107B
| $282M | 0.68% | 12,296,994 -1,404,206 | -10% | -$32.2M |
|
14
Walmart
WMT
$769B
| $280M | 0.68% | 3,789,100 +616,300 | +19% | +$45.6M |
|
15
Gen Digital
GEN
$18.5B
| $275M | 0.67% | 11,122,738 +3,679,400 | +49% | +$91.1M |
|
16
Alaska Air
ALK
$7.17B
| $267M | 0.65% | 4,269,100 -321,000 | -7% | -$20.1M |
|
17
NetEase
NTES
$86.1B
| $262M | 0.63% | 3,602,700 +747,300 | +26% | +$54.3M |
|
18
VeriSign
VRSN
$25.4B
| $258M | 0.63% | 5,072,576 +962,700 | +23% | +$49M |
|
|
CELG
19
DELISTED
Celgene Corp
CELG
| $257M | 0.62% | 1,667,600 -571,669 | -26% | -$88.1M |
|
20
Verizon
VZ
$186B
| $243M | 0.59% | 5,209,317 +1,465,300 | +39% | +$68.4M |
|
21
Home Depot
HD
$406B
| $242M | 0.59% | 3,191,200 +1,525,900 | +92% | +$116M |
|
|
TWTC
22
DELISTED
TW TELECOM INC CL A COM
TWTC
| $219M | 0.53% | 7,328,200 +1,425,700 | +24% | +$42.6M |
|
23
CF Industries
CF
$14B
| $217M | 0.53% | 1,028,500 -82,050 | -7% | -$17.3M |
|
24
Qualcomm
QCOM
$173B
| $216M | 0.52% | 3,207,760 +1,635,600 | +104% | +$110M |
|
25
Biogen
BIIB
$19.4B
| $209M | 0.51% | 869,700 -523,800 | -38% | -$126M |
|