Ken Griffin Citadel Advisors
AUM
$115B
Ken Griffin founded Citadel, one of the world’s largest and most successful hedge funds. Starting his trading career from his Harvard dorm room at a young age, Griffin quickly developed a keen sense for markets and built Citadel into a global powerhouse with billions in assets under management. Known for his quantitative and technology-driven strategies, Griffin has also made headlines for significant philanthropic contributions, supporting causes in education, the arts, and public institutions. Over the years, he has earned recognition as one of the preeminent figures in modern finance.
This Quarter Return
+2.1%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$115B
AUM Growth
+$115B
(+13%)
Cap. Flow
+$5.16B
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
8.55%
Holding
7,447
New
1,273
Increased
2,293
Reduced
2,134
Closed
1,385
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.03B |
| 2 |
Microsoft
MSFT
|
$928M |
| 3 |
McDonald's
MCD
|
$762M |
| 4 |
Amazon
AMZN
|
$716M |
| 5 |
Coca-Cola
KO
|
$650M |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$1.78B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.22B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$625M |
| 4 |
Kroger
KR
|
$547M |
| 5 |
Danaher
DHR
|
$504M |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Healthcare | 16.07% |
| 3 | Consumer Discretionary | 12.79% |
| 4 | Financials | 12.71% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.27T
| $1.28B | 0.22% | 8,086,761 +6,513,348 | +414% | +$1.03B |
|
|
HES
2
DELISTED
Hess
HES
| $1.24B | 0.21% | 8,915,548 +546,925 | +7% | +$75.8M |
|
|
3
Amazon
AMZN
$2.46T
| $1.17B | 0.2% | 5,336,333 +3,265,174 | +158% | +$716M |
|
4
Edwards Lifesciences
EW
$47.7B
| $996M | 0.17% | 12,731,291 -650,392 | -5% | -$50.9M |
|
5
JPMorgan Chase
JPM
$830B
| $987M | 0.17% | 3,403,405 +1,148,586 | +51% | +$333M |
|
|
6
Microsoft
MSFT
$3.76T
| $985M | 0.17% | 1,980,739 +1,866,625 | +1,636% | +$928M |
|
7
Medtronic
MDT
$119B
| $854M | 0.15% | 9,796,855 +1,135,688 | +13% | +$99M |
|
8
Texas Instruments
TXN
$185B
| $786M | 0.14% | 3,784,102 +3,089,922 | +445% | +$642M |
|
9
Home Depot
HD
$406B
| $785M | 0.14% | 2,140,064 +494,775 | +30% | +$181M |
|
10
Mondelez International
MDLZ
$79.4B
| $783M | 0.14% | 11,617,484 +5,950,798 | +105% | +$401M |
|
|
11
McDonald's
MCD
$223B
| $778M | 0.14% | 2,661,364 +2,608,742 | +4,958% | +$762M |
|
12
Capital One
COF
$145B
| $756M | 0.13% | 3,553,889 +954,296 | +37% | +$203M |
|
13
GE HealthCare
GEHC
$33.8B
| $689M | 0.12% | 9,299,929 +2,383,389 | +34% | +$177M |
|
|
14
Coca-Cola
KO
$295B
| $683M | 0.12% | 9,651,763 +9,189,158 | +1,986% | +$650M |
|
15
Eli Lilly
LLY
$658B
| $665M | 0.12% | 853,252 +375,471 | +79% | +$293M |
|
16
AT&T
T
$208B
| $636M | 0.11% | 21,962,427 +6,843,151 | +45% | +$198M |
|
17
Cisco
CSCO
$274B
| $632M | 0.11% | 9,113,065 +2,380,802 | +35% | +$165M |
|
18
Lam Research
LRCX
$127B
| $620M | 0.11% | 6,369,307 -283,721 | -4% | -$27.6M |
|
19
Gilead Sciences
GILD
$139B
| $607M | 0.11% | 5,470,545 +96,583 | +2% | +$10.7M |
|
20
AbbVie
ABBV
$369B
| $604M | 0.1% | 3,252,861 +1,405,899 | +76% | +$261M |
|
21
Brown & Brown
BRO
$32B
| $584M | 0.1% | 5,267,297 +5,254,331 | +40,524% | +$583M |
|
22
Boston Scientific
BSX
$156B
| $580M | 0.1% | 5,404,305 -29,250 | -0.5% | -$3.14M |
|
23
CVS Health
CVS
$92.3B
| $564M | 0.1% | 8,176,560 +1,916,310 | +31% | +$132M |
|
24
Procter & Gamble
PG
$367B
| $552M | 0.1% | 3,466,861 +3,021,378 | +678% | +$481M |
|
25
Morgan Stanley
MS
$239B
| $543M | 0.09% | 3,853,351 +2,120,617 | +122% | +$299M |
|