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Millennium Management

Millennium Management Portfolio holdings

AUM $240B
1-Year Est. Return 35.51%
 

Millennium Management, founded in 1989 by Israel (Izzy) Englander and Ronald Shear and headquartered in New York City, is a global multi-strategy hedge fund managing over $71 billion in assets as of late 2024, employing a decentralized model with over 300 independent trading teams. Operating across equities, fixed income, commodities, currencies, and derivatives, the firm uses a mix of quantitative and fundamental strategies, providing its portfolio managers with capital, infrastructure, and autonomy to pursue diverse investment approaches while enforcing strict risk management. With more than 5,400 employees across offices in London, Hong Kong, Singapore, and beyond, Millennium has evolved from its initial $35 million seed capital—partly from the Belzberg family—into a titan of the hedge fund world, known for its ability to attract top talent and deliver consistent returns. Under Englander’s leadership as chairman and CEO, the firm remains a low-profile yet highly influential force in global finance.

This Fund
S&P 500
This Quarter Est. Return
+8.35%
1 Year Est. Return
+35.51%
3 Year Est. Return
+105.02%
5 Year Est. Return
+129.21%
10 Year Est. Return
+672.54%
AUM
$59.6B
AUM Growth
+$15.9B
Cap. Flow
+$13.4B
Cap. Flow %
22.41%
Top 10 Hldgs %
24.16%
Holding
3,956
New
826
Increased
1,153
Reduced
1,202
Closed
723

Top Buys

Rank Stock Value
1
PG icon
Procter & Gamble
PG
+$6.23B
2
COTY icon
Coty
COTY
+$1.43B
3
MSFT icon
Microsoft
MSFT
+$237M
4
GXP
Great Plains Energy Incorporated
GXP
+$199M
5
EBAY icon
eBay
EBAY
+$198M

Top Sells

Rank Stock Value
1
CHTR icon
Charter Communications
CHTR
+$266M
2
NEE icon
NextEra Energy
NEE
+$198M
3
EMC
EMC CORPORATION
EMC
+$179M
4
EXC icon
Exelon
EXC
+$150M
5
CRM icon
Salesforce
CRM
+$150M

Sector Composition

Rank Sector Weight
1 Consumer Staples 17.19%
2 Healthcare 10.11%
3 Energy 8.17%
4 Technology 8.17%
5 Financials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VDC icon
3626
Vanguard Consumer Staples ETF
VDC
$7.86B
-1,800
Closed -$254K
VDE icon
3627
Vanguard Energy ETF
VDE
$10.1B
-2,652
Closed -$252K
VET icon
3628
Vermilion Energy
VET
$1.73B
-44,798
Closed -$1.43M
VGIT icon
3629
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
-3,593
Closed -$241K
VHC icon
3630
VirnetX Holding Corp
VHC
$52.3M
-1,451
Closed -$116K
VIV icon
3631
Telefônica Brasil
VIV
$22.4B
-628,606
Closed -$8.55M
VIXY icon
3632
ProShares VIX Short-Term Futures ETF
VIXY
$211M
-15
Closed -$220K
VLGEA icon
3633
Village Super Market
VLGEA
$631M
-12,400
Closed -$358K
VLUE icon
3634
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
-161,299
Closed -$9.94M
VMI icon
3635
Valmont Industries
VMI
$9.44B
-6,841
Closed -$925K
VO icon
3636
Vanguard Mid-Cap ETF
VO
$106B
-25,668
Closed -$793K
VPL icon
3637
Vanguard FTSE Pacific ETF
VPL
$8.05B
-4,193
Closed -$234K
VPU
3638
Vanguard Utilities ETF
VPU
$8.83B
-5,387
Closed -$617K
VRTX icon
3639
PUT
Vertex Pharmaceuticals
VRTX
$121B
-75,000
Closed -$6.45M
VTOL icon
3640
Bristow Group
VTOL
$1.35B
-5,274
Closed -$99K
VTRS icon
3641
CALL
Viatris
VTRS
$20.1B
-13,400
Closed -$579K
VVX icon
3642
V2X
VVX
$2.62B
-12,681
Closed -$361K
VZ icon
3643
Verizon
VZ
$194B
-2,389,615
Closed -$133M
WASH icon
3644
Washington Trust Bancorp
WASH
$732M
-10,108
Closed -$383K
WEN icon
3645
Wendy's
WEN
$1.33B
-1,041,806
Closed -$10M
WFC.PRL icon
3646
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
-7,892
Closed -$10.3M
WMB icon
3647
CALL
Williams Companies
WMB
$90.5B
-300,000
Closed -$6.49M
WRB icon
3648
W.R. Berkley
WRB
$28B
-127,592
Closed -$2.27M
WSM icon
3649
Williams-Sonoma
WSM
$26.7B
-216,320
Closed -$5.66M
WTS icon
3650
Watts Water Technologies
WTS
$11.5B
-6,816
Closed -$397K

Similar funds

Millennium Management's Q3 2016 Portfolio in Review

As of Q3 2016, Millennium Management held 3,956 positions worth $59.6B, up 37% from $43.7B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Millennium Management deployed $13.4B of net new capital in Q3 2016, opening 826 new positions and adding to 1,153 existing holdings. Its largest new stake was Edison International: 1,171,827 shares worth $84.7M.

By sector, the portfolio is most concentrated in Consumer Staples at 17% of assets, up from 6.2% a quarter earlier, followed by Healthcare and Energy.

On the sell side, the largest reduction was NextEra Energy, an estimated $198M trimmed.

  • Millennium Management's largest Q3 2016 buy was Edison International: 1,171,827 shares worth $84.7M.
  • Millennium Management added most to Procter & Gamble in Q3 2016, an estimated $6.23B increase.
  • Millennium Management's biggest Q3 2016 reduction was NextEra Energy, cutting an estimated $198M.
  • Millennium Management fully exited Charter Communications in Q3 2016, selling an estimated $266M.
  • Millennium Management's ten largest holdings make up 24% of its $59.6B portfolio in Q3 2016.
  • Millennium Management opened 826 new positions and closed 723 in Q3 2016.
  • Millennium Management's portfolio value rose 37% quarter-over-quarter to $59.6B.

Based on Millennium Management's 13F filing for Q3 2016, filed 14 Nov 2016.