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
+4.9%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$63.2B
AUM Growth
+$63.2B
(+12%)
Cap. Flow
+$5.17B
Cap. Flow
% of AUM
8.18%
Top 10 Holdings %
Top 10 Hldgs %
7.17%
Holding
3,716
New
420
Increased
1,784
Reduced
1,007
Closed
498
Top Buys
| 1 |
Gilead Sciences
GILD
|
$238M |
| 2 |
Johnson & Johnson
JNJ
|
$224M |
| 3 |
MON
Monsanto Co
MON
|
$219M |
| 4 |
AET
Aetna Inc
AET
|
$215M |
| 5 |
Broadcom
AVGO
|
$179M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$242M |
| 2 |
Microsoft
MSFT
|
$232M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$205M |
| 4 |
Home Depot
HD
|
$188M |
| 5 |
Nike
NKE
|
$187M |
Sector Composition
| 1 | Financials | 14.12% |
| 2 | Technology | 13.1% |
| 3 | Healthcare | 12.08% |
| 4 | Industrials | 10.99% |
| 5 | Consumer Staples | 8.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Mastercard
MA
$539B
| $582M | 0.92% | 5,641,400 -2,700 | -0% | -$279K |
|
2
Colgate-Palmolive
CL
$67.8B
| $553M | 0.88% | 8,453,600 +1,605,600 | +23% | +$105M |
|
3
Novo Nordisk
NVO
$250B
| $500M | 0.79% | 13,945,900 -707,600 | -5% | -$25.4M |
|
|
LLTC
4
DELISTED
Linear Technology Corp
LLTC
| $482M | 0.76% | 7,733,600 -981,300 | -11% | -$61.2M |
|
5
Costco
COST
$418B
| $451M | 0.71% | 2,819,713 +733,500 | +35% | +$117M |
|
6
NetEase
NTES
$86.1B
| $434M | 0.69% | 2,013,900 +20,800 | +1% | +$4.48M |
|
|
7
Johnson & Johnson
JNJ
$425B
| $394M | 0.62% | 3,423,100 +1,948,000 | +132% | +$224M |
|
|
8
Gilead Sciences
GILD
$139B
| $378M | 0.6% | 5,274,948 +3,327,900 | +171% | +$238M |
|
9
Walt Disney
DIS
$212B
| $378M | 0.6% | 3,623,907 +970,700 | +37% | +$101M |
|
10
Chubb
CB
$110B
| $378M | 0.6% | 2,857,461 +1,147,400 | +67% | +$152M |
|
|
AET
11
DELISTED
Aetna Inc
AET
| $353M | 0.56% | 2,842,782 +1,737,100 | +157% | +$215M |
|
12
NVIDIA
NVDA
$4.26T
| $330M | 0.52% | 3,094,700 -104,900 | -3% | -$11.2M |
|
13
VeriSign
VRSN
$25.4B
| $324M | 0.51% | 4,263,376 -450,000 | -10% | -$34.2M |
|
14
Cboe Global Markets
CBOE
$24.5B
| $324M | 0.51% | 4,386,100 -79,900 | -2% | -$5.9M |
|
|
MON
15
DELISTED
Monsanto Co
MON
| $302M | 0.48% | 2,865,800 +2,080,400 | +265% | +$219M |
|
16
Humana
HUM
$36.2B
| $298M | 0.47% | 1,460,300 +546,596 | +60% | +$112M |
|
|
17
Alphabet (Google) Class A
GOOGL
$2.56T
| $281M | 0.44% | 354,200 -169,848 | -32% | -$135M |
|
18
Walmart
WMT
$769B
| $274M | 0.43% | 3,959,100 +1,164,600 | +42% | +$80.5M |
|
19
Duke Energy
DUK
$95.6B
| $264M | 0.42% | 3,396,267 +113,300 | +3% | +$8.79M |
|
20
F5
FFIV
$17.9B
| $261M | 0.41% | 1,804,874 +286,800 | +19% | +$41.5M |
|
21
Amgen
AMGN
$155B
| $260M | 0.41% | 1,778,645 -117,696 | -6% | -$17.2M |
|
22
Domino's
DPZ
$15.5B
| $257M | 0.41% | 1,613,500 +188,900 | +13% | +$30.1M |
|
23
Crown Castle
CCI
$42.7B
| $256M | 0.41% | 2,954,903 +1,128,703 | +62% | +$97.9M |
|
24
Entergy
ETR
$39.5B
| $256M | 0.4% | 3,482,300 +258,500 | +8% | +$19M |
|
25
American Electric Power
AEP
$59.6B
| $245M | 0.39% | 3,887,600 +558,392 | +17% | +$35.2M |
|