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
+4.17%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$42.9B
AUM Growth
+$42.9B
(+2.9%)
Cap. Flow
+$613M
Cap. Flow
% of AUM
1.43%
Top 10 Holdings %
Top 10 Hldgs %
13.77%
Holding
3,246
New
452
Increased
1,281
Reduced
1,008
Closed
493
Top Buys
| 1 |
Apple
AAPL
|
$442M |
| 2 |
Pfizer
PFE
|
$273M |
| 3 |
IBM
IBM
|
$262M |
| 4 |
Procter & Gamble
PG
|
$157M |
| 5 |
Colgate-Palmolive
CL
|
$154M |
Top Sells
| 1 |
Verizon
VZ
|
$409M |
| 2 |
Synovus
SNV
|
$176M |
| 3 |
Booking.com
BKNG
|
$123M |
| 4 |
Eli Lilly
LLY
|
$119M |
| 5 |
Kinder Morgan
KMI
|
$116M |
Sector Composition
| 1 | Technology | 15.87% |
| 2 | Healthcare | 13.46% |
| 3 | Consumer Discretionary | 12% |
| 4 | Industrials | 10.48% |
| 5 | Consumer Staples | 9.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
McDonald's
MCD
$223B
| $836M | 1.95% | 8,293,900 -227,487 | -3% | -$22.9M |
|
2
Novo Nordisk
NVO
$250B
| $783M | 1.83% | 16,953,000 +873,200 | +5% | +$40.3M |
|
|
3
Colgate-Palmolive
CL
$67.8B
| $655M | 1.53% | 9,605,500 +2,259,100 | +31% | +$154M |
|
4
TSMC
TSM
$1.2T
| $564M | 1.31% | 26,354,151 +1,064,600 | +4% | +$22.8M |
|
|
LLTC
5
DELISTED
Linear Technology Corp
LLTC
| $552M | 1.29% | 11,732,400 +436,900 | +4% | +$20.6M |
|
6
Hershey
HSY
$37B
| $547M | 1.27% | 5,615,500 +1,116,826 | +25% | +$109M |
|
7
Intel
INTC
$107B
| $535M | 1.25% | 17,329,900 +3,322,200 | +24% | +$103M |
|
|
8
Apple
AAPL
$3.46T
| $518M | 1.21% | 5,573,433 +4,752,071 | +579% | +$442M |
|
9
GSK
GSK
$79.6B
| $474M | 1.11% | 8,869,400 +1,859,600 | +27% | +$99.5M |
|
10
Alaska Air
ALK
$7.17B
| $442M | 1.03% | 4,655,000 -34,301 | -0.7% | -$3.26M |
|
|
TWTC
11
DELISTED
TW TELECOM INC CL A COM
TWTC
| $371M | 0.86% | 9,196,800 +260,700 | +3% | +$10.5M |
|
12
Johnson & Johnson
JNJ
$425B
| $329M | 0.77% | 3,145,500 +486,300 | +18% | +$50.9M |
|
|
13
IBM
IBM
$227B
| $299M | 0.7% | 1,649,800 +1,446,890 | +713% | +$262M |
|
|
14
Pfizer
PFE
$141B
| $286M | 0.67% | 9,649,941 +9,195,700 | +2,024% | +$273M |
|
15
Domino's
DPZ
$15.5B
| $270M | 0.63% | 3,693,800 +461,200 | +14% | +$33.7M |
|
16
United Parcel Service
UPS
$74.1B
| $255M | 0.59% | 2,485,400 +722,862 | +41% | +$74.2M |
|
17
TJX Companies
TJX
$152B
| $231M | 0.54% | 4,338,200 +797,500 | +23% | +$42.4M |
|
18
NetEase
NTES
$86.1B
| $226M | 0.53% | 2,882,100 -88,800 | -3% | -$6.96M |
|
19
VeriSign
VRSN
$25.4B
| $224M | 0.52% | 4,581,076 -68,824 | -1% | -$3.36M |
|
20
Qualcomm
QCOM
$173B
| $221M | 0.52% | 2,796,300 -129,100 | -4% | -$10.2M |
|
21
Home Depot
HD
$406B
| $216M | 0.5% | 2,667,400 -1,245,900 | -32% | -$101M |
|
22
Mastercard
MA
$539B
| $216M | 0.5% | 2,934,300 +1,143,900 | +64% | +$84M |
|
|
23
Eli Lilly
LLY
$658B
| $208M | 0.48% | 3,342,000 -1,914,105 | -36% | -$119M |
|
24
Philip Morris
PM
$258B
| $190M | 0.44% | 2,256,600 -808,893 | -26% | -$68.2M |
|
25
Becton Dickinson
BDX
$55.1B
| $183M | 0.43% | 1,550,700 +208,700 | +16% | +$24.7M |
|