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
+1.61%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$76.2B
AUM Growth
+$76.2B
(+15%)
Cap. Flow
+$9.03B
Cap. Flow
% of AUM
11.85%
Top 10 Holdings %
Top 10 Hldgs %
7.38%
Holding
4,983
New
880
Increased
1,740
Reduced
1,337
Closed
672
Top Buys
| 1 |
Citigroup
C
|
$682M |
| 2 |
Applied Materials
AMAT
|
$454M |
| 3 |
Keurig Dr Pepper
KDP
|
$394M |
| 4 |
KeyCorp
KEY
|
$375M |
| 5 |
Visa
V
|
$359M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$953M |
| 2 |
Broadcom
AVGO
|
$441M |
| 3 |
NXP Semiconductors
NXPI
|
$430M |
| 4 |
Analog Devices
ADI
|
$314M |
| 5 |
TWX
Time Warner Inc
TWX
|
$268M |
Sector Composition
| 1 | Financials | 16.44% |
| 2 | Technology | 12.05% |
| 3 | Industrials | 11.3% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Healthcare | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Goldman Sachs
GS
$225B
| $744M | 0.37% | 3,371,353 +667,193 | +25% | +$147M |
|
|
2
Citigroup
C
$177B
| $720M | 0.35% | 10,755,632 +10,198,378 | +1,830% | +$682M |
|
3
Amazon
AMZN
$2.44T
| $654M | 0.32% | 384,532 +203,150 | +112% | +$345M |
|
4
Capital One
COF
$145B
| $568M | 0.28% | 6,182,741 +1,917,196 | +45% | +$176M |
|
|
5
Visa
V
$682B
| $537M | 0.26% | 4,051,965 +2,714,006 | +203% | +$359M |
|
|
6
Applied Materials
AMAT
$128B
| $501M | 0.25% | 10,838,315 +9,827,378 | +972% | +$454M |
|
7
Bank of America
BAC
$376B
| $494M | 0.24% | 17,509,466 +8,663,587 | +98% | +$244M |
|
8
Citizens Financial Group
CFG
$22.5B
| $473M | 0.23% | 12,150,277 +4,221,398 | +53% | +$164M |
|
9
T-Mobile US
TMUS
$281B
| $470M | 0.23% | 7,866,056 +4,504,316 | +134% | +$269M |
|
|
10
Keurig Dr Pepper
KDP
$40.1B
| $469M | 0.23% | 3,844,850 +3,225,911 | +521% | +$394M |
|
|
11
KeyCorp
KEY
$21.3B
| $452M | 0.22% | 23,107,119 +19,166,235 | +486% | +$375M |
|
12
GE Aerospace
GE
$291B
| $451M | 0.22% | 33,102,504 -58,986 | -0.2% | -$803K |
|
13
Caterpillar
CAT
$196B
| $449M | 0.22% | 3,307,339 +555,272 | +20% | +$75.3M |
|
14
Micron Technology
MU
$134B
| $445M | 0.22% | 8,480,541 +5,643,853 | +199% | +$296M |
|
|
15
NXP Semiconductors
NXPI
$59.9B
| $430M | 0.21% | 3,937,716 -3,935,977 | -50% | -$430M |
|
16
Meta Platforms (Facebook)
META
$1.86T
| $411M | 0.2% | 2,114,928 -100,307 | -5% | -$19.5M |
|
17
Microsoft
MSFT
$3.77T
| $403M | 0.2% | 4,084,217 -2,230,621 | -35% | -$220M |
|
|
AET
18
DELISTED
Aetna Inc
AET
| $402M | 0.2% | 2,191,063 +475,566 | +28% | +$87.3M |
|
19
Adobe
ADBE
$150B
| $393M | 0.19% | 1,613,630 +140,692 | +10% | +$34.3M |
|
20
Honeywell
HON
$140B
| $387M | 0.19% | 2,686,640 +1,090,802 | +68% | +$157M |
|
|
21
Broadcom
AVGO
$1.39T
| $384M | 0.19% | 1,584,182 -1,818,839 | -53% | -$441M |
|
22
Trane Technologies
TT
$92.6B
| $384M | 0.19% | 4,278,795 +1,737,088 | +68% | +$156M |
|
23
TJX Companies
TJX
$152B
| $378M | 0.19% | 3,973,495 -238,184 | -6% | -$22.7M |
|
24
M&T Bank
MTB
$31.5B
| $362M | 0.18% | 2,129,252 +830,283 | +64% | +$141M |
|
25
Wells Fargo
WFC
$264B
| $344M | 0.17% | 6,203,041 +5,261,650 | +559% | +$292M |
|