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
+3.05%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$74.6B
AUM Growth
+$74.6B
(+19%)
Cap. Flow
+$9.24B
Cap. Flow
% of AUM
12.39%
Top 10 Holdings %
Top 10 Hldgs %
9.79%
Holding
4,675
New
886
Increased
1,400
Reduced
1,364
Closed
668
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.19B |
| 2 |
Bank of America
BAC
|
$916M |
| 3 |
Comcast
CMCSA
|
$660M |
| 4 |
Amazon
AMZN
|
$537M |
| 5 |
Micron Technology
MU
|
$464M |
Top Sells
| 1 |
Goldman Sachs
GS
|
$458M |
| 2 |
Verizon
VZ
|
$308M |
| 3 |
Palo Alto Networks
PANW
|
$298M |
| 4 |
Fidelity National Information Services
FIS
|
$285M |
| 5 |
Stanley Black & Decker
SWK
|
$253M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 13.29% |
| 3 | Industrials | 10.94% |
| 4 | Consumer Discretionary | 10.41% |
| 5 | Healthcare | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.2B | 0.73% | 4,492,636 +4,477,908 | +30,404% | +$1.19B |
|
|
2
Bank of America
BAC
$376B
| $959M | 0.58% | 32,503,256 +31,021,230 | +2,093% | +$916M |
|
|
3
Comcast
CMCSA
$125B
| $849M | 0.52% | 21,204,673 +16,485,034 | +349% | +$660M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $793M | 0.48% | 4,495,104 +21,218 | +0.5% | +$3.74M |
|
|
5
Amazon
AMZN
$2.44T
| $786M | 0.48% | 672,155 +458,994 | +215% | +$537M |
|
|
6
Micron Technology
MU
$134B
| $615M | 0.37% | 14,966,634 +11,293,733 | +307% | +$464M |
|
7
Lam Research
LRCX
$126B
| $537M | 0.33% | 2,918,972 +1,385,683 | +90% | +$255M |
|
|
TFCFA
8
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $498M | 0.3% | 14,421,293 -8,519 | -0.1% | -$294K |
|
9
Lowe's Companies
LOW
$144B
| $479M | 0.29% | 5,158,445 +2,728,551 | +112% | +$254M |
|
10
Merck
MRK
$209B
| $474M | 0.29% | 8,428,425 +7,792,358 | +1,225% | +$438M |
|
11
Autodesk
ADSK
$66.2B
| $434M | 0.26% | 4,135,405 +2,749,269 | +198% | +$288M |
|
12
Dollar Tree
DLTR
$23.2B
| $427M | 0.26% | 3,980,019 +65,355 | +2% | +$7.01M |
|
13
Salesforce
CRM
$242B
| $424M | 0.26% | 4,151,875 -2,088,613 | -33% | -$214M |
|
14
T-Mobile US
TMUS
$281B
| $402M | 0.24% | 6,333,671 -670,472 | -10% | -$42.6M |
|
15
Travelers Companies
TRV
$61.2B
| $396M | 0.24% | 2,917,510 +209,073 | +8% | +$28.4M |
|
|
CELG
16
DELISTED
Celgene Corp
CELG
| $387M | 0.24% | +3,708,916 | New | +$387M |
|
17
Adobe
ADBE
$150B
| $384M | 0.23% | 2,192,794 +1,370,521 | +167% | +$240M |
|
18
Abbott
ABT
$229B
| $370M | 0.23% | 6,490,053 +2,329,414 | +56% | +$133M |
|
19
Caterpillar
CAT
$196B
| $370M | 0.22% | 2,345,177 +960,151 | +69% | +$151M |
|
20
Bristol-Myers Squibb
BMY
$95.5B
| $360M | 0.22% | 5,866,946 +3,745,139 | +177% | +$230M |
|
21
GE Aerospace
GE
$291B
| $346M | 0.21% | 19,820,465 +18,436,710 | +1,332% | +$322M |
|
22
Baxter International
BAX
$12.5B
| $342M | 0.21% | 5,294,596 +3,652,903 | +223% | +$236M |
|
23
AutoZone
AZO
$70.1B
| $331M | 0.2% | 465,124 +409,657 | +739% | +$291M |
|
24
Colgate-Palmolive
CL
$67.7B
| $329M | 0.2% | 4,365,193 -1,678,043 | -28% | -$127M |
|
|
MRO
25
DELISTED
Marathon Oil Corporation
MRO
| $320M | 0.2% | 18,923,278 +12,327,507 | +187% | +$209M |
|