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
+1.96%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$83.5B
AUM Growth
+$83.5B
(+9.5%)
Cap. Flow
+$4.6B
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
7.79%
Holding
5,127
New
811
Increased
1,655
Reduced
1,592
Closed
711
Top Buys
| 1 |
Morgan Stanley
MS
|
$761M |
| 2 |
AT&T
T
|
$546M |
| 3 |
Netflix
NFLX
|
$460M |
| 4 |
Lockheed Martin
LMT
|
$432M |
| 5 |
Lowe's Companies
LOW
|
$426M |
Top Sells
| 1 |
Goldman Sachs
GS
|
$669M |
| 2 |
KeyCorp
KEY
|
$384M |
| 3 |
Deere & Co
DE
|
$337M |
| 4 |
CSX Corp
CSX
|
$329M |
| 5 |
Devon Energy
DVN
|
$286M |
Sector Composition
| 1 | Financials | 15.87% |
| 2 | Technology | 11.88% |
| 3 | Healthcare | 11.43% |
| 4 | Industrials | 10.75% |
| 5 | Consumer Discretionary | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Morgan Stanley
MS
$240B
| $920M | 0.41% | 19,747,185 +16,349,897 | +481% | +$761M |
|
|
AET
2
DELISTED
Aetna Inc
AET
| $783M | 0.35% | 3,857,737 +1,666,674 | +76% | +$338M |
|
3
Visa
V
$682B
| $745M | 0.33% | 4,963,432 +911,467 | +22% | +$137M |
|
|
4
AT&T
T
$209B
| $717M | 0.32% | 21,356,845 +16,249,069 | +318% | +$546M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $704M | 0.31% | 4,282,672 +2,167,744 | +102% | +$357M |
|
|
6
Lowe's Companies
LOW
$144B
| $603M | 0.27% | 5,252,979 +3,710,190 | +240% | +$426M |
|
|
7
Netflix
NFLX
$514B
| $527M | 0.24% | 1,409,032 +1,229,284 | +684% | +$460M |
|
8
Citigroup
C
$177B
| $519M | 0.23% | 7,230,608 -3,525,024 | -33% | -$253M |
|
|
9
Lockheed Martin
LMT
$106B
| $497M | 0.22% | 1,436,767 +1,248,619 | +664% | +$432M |
|
|
TFCFA
10
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $488M | 0.22% | 10,528,189 +4,667,066 | +80% | +$216M |
|
11
Amazon
AMZN
$2.44T
| $486M | 0.22% | 242,879 -141,653 | -37% | -$284M |
|
12
Invesco QQQ Trust
QQQ
$369B
| $470M | 0.21% | 2,531,345 +1,670,945 | +194% | +$310M |
|
13
Marvell Technology
MRVL
$55.6B
| $457M | 0.2% | 23,658,971 +9,137,285 | +63% | +$176M |
|
14
PNC Financial Services
PNC
$81.6B
| $449M | 0.2% | 3,296,702 +3,121,220 | +1,779% | +$425M |
|
15
Intel
INTC
$107B
| $445M | 0.2% | 9,399,720 +8,494,682 | +939% | +$402M |
|
16
Progressive
PGR
$145B
| $444M | 0.2% | 6,256,742 +1,062,658 | +20% | +$75.5M |
|
17
Microchip Technology
MCHP
$35.3B
| $436M | 0.19% | 5,520,047 +5,346,958 | +3,089% | +$422M |
|
18
Capital One
COF
$145B
| $435M | 0.19% | 4,584,236 -1,598,505 | -26% | -$152M |
|
19
Citizens Financial Group
CFG
$22.5B
| $432M | 0.19% | 11,198,117 -952,160 | -8% | -$36.7M |
|
20
Bank of America
BAC
$376B
| $431M | 0.19% | 14,638,164 -2,871,302 | -16% | -$84.6M |
|
21
T-Mobile US
TMUS
$281B
| $428M | 0.19% | 6,102,564 -1,763,492 | -22% | -$124M |
|
22
Royal Caribbean
RCL
$98.1B
| $417M | 0.19% | 3,206,397 +1,482,126 | +86% | +$193M |
|
|
MRO
23
DELISTED
Marathon Oil Corporation
MRO
| $411M | 0.18% | 17,657,945 +5,364,185 | +44% | +$125M |
|
24
Microsoft
MSFT
$3.77T
| $399M | 0.18% | 3,488,770 -595,447 | -15% | -$68.1M |
|
25
M&T Bank
MTB
$31.5B
| $394M | 0.18% | 2,395,869 +266,617 | +13% | +$43.9M |
|