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
+4.57%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$78.4B
AUM Growth
+$78.4B
(+9.5%)
Cap. Flow
+$4.18B
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
9.02%
Holding
3,586
New
397
Increased
1,643
Reduced
1,106
Closed
421
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$391M |
| 2 |
Pfizer
PFE
|
$268M |
| 3 |
Electronic Arts
EA
|
$247M |
| 4 |
Eli Lilly
LLY
|
$223M |
| 5 |
Colgate-Palmolive
CL
|
$215M |
Top Sells
| 1 |
Booking.com
BKNG
|
$358M |
| 2 |
AET
Aetna Inc
AET
|
$277M |
| 3 |
Xerox
XRX
|
$264M |
| 4 |
Meta Platforms (Facebook)
META
|
$262M |
| 5 |
Comcast
CMCSA
|
$260M |
Sector Composition
| 1 | Healthcare | 16.14% |
| 2 | Technology | 13.62% |
| 3 | Financials | 11.85% |
| 4 | Consumer Staples | 10.22% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
NetEase
NTES
$86.1B
| $820M | 1.05% | 2,726,000 +456,300 | +20% | +$137M |
|
2
Johnson & Johnson
JNJ
$425B
| $811M | 1.04% | 6,132,200 -970,500 | -14% | -$128M |
|
|
3
Bristol-Myers Squibb
BMY
$95.7B
| $752M | 0.96% | 13,488,200 +7,020,200 | +109% | +$391M |
|
4
Gilead Sciences
GILD
$139B
| $737M | 0.94% | 10,407,848 +2,700,600 | +35% | +$191M |
|
|
5
Colgate-Palmolive
CL
$67.8B
| $723M | 0.92% | 9,753,400 +2,903,800 | +42% | +$215M |
|
6
NVIDIA
NVDA
$4.26T
| $688M | 0.88% | 4,758,793 +768,200 | +19% | +$111M |
|
7
Humana
HUM
$36.2B
| $657M | 0.84% | 2,731,100 +39,400 | +1% | +$9.48M |
|
8
PepsiCo
PEP
$203B
| $652M | 0.83% | 5,642,700 +1,298,900 | +30% | +$150M |
|
9
Domino's
DPZ
$15.5B
| $647M | 0.83% | 3,060,900 +930,200 | +44% | +$197M |
|
10
Amgen
AMGN
$155B
| $586M | 0.75% | 3,400,145 +986,700 | +41% | +$170M |
|
11
Novo Nordisk
NVO
$250B
| $580M | 0.74% | 13,534,300 -2,874,900 | -18% | -$123M |
|
12
Mastercard
MA
$539B
| $535M | 0.68% | 4,403,900 -848,800 | -16% | -$103M |
|
13
Crown Castle
CCI
$42.7B
| $488M | 0.62% | 4,875,503 +876,900 | +22% | +$87.8M |
|
14
VeriSign
VRSN
$25.4B
| $469M | 0.6% | 5,045,476 +941,100 | +23% | +$87.5M |
|
|
15
Eli Lilly
LLY
$658B
| $469M | 0.6% | 5,694,905 +2,714,505 | +91% | +$223M |
|
16
IBM
IBM
$227B
| $418M | 0.53% | 2,720,300 +696,600 | +34% | +$107M |
|
|
BCR
17
DELISTED
CR Bard Inc.
BCR
| $410M | 0.52% | 1,295,600 +338,900 | +35% | +$107M |
|
18
GSK
GSK
$79.5B
| $403M | 0.51% | 9,338,000 +4,935,900 | +112% | +$213M |
|
19
Cboe Global Markets
CBOE
$24.5B
| $399M | 0.51% | 4,369,996 -97,304 | -2% | -$8.89M |
|
20
Walmart
WMT
$769B
| $383M | 0.49% | 5,063,100 +19,700 | +0.4% | +$1.49M |
|
21
Philip Morris
PM
$258B
| $360M | 0.46% | 3,066,800 +1,139,900 | +59% | +$134M |
|
22
Chubb
CB
$110B
| $350M | 0.45% | 2,404,461 +449,500 | +23% | +$65.3M |
|
23
American Electric Power
AEP
$59.6B
| $332M | 0.42% | 4,778,600 +394,800 | +9% | +$27.4M |
|
24
Northrop Grumman
NOC
$84.3B
| $320M | 0.41% | 1,245,400 +256,200 | +26% | +$65.8M |
|
|
TWX
25
DELISTED
Time Warner Inc
TWX
| $313M | 0.4% | 3,117,334 +439,000 | +16% | +$44.1M |
|