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
+1.76%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$76B
AUM Growth
+$76B
(+3.9%)
Cap. Flow
-$1.01B
Cap. Flow
% of AUM
-1.33%
Top 10 Holdings %
Top 10 Hldgs %
9.88%
Holding
5,723
New
929
Increased
1,673
Reduced
1,855
Closed
865
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.05B |
| 2 |
Meta Platforms (Facebook)
META
|
$753M |
| 3 |
Salesforce
CRM
|
$356M |
| 4 |
Wells Fargo
WFC
|
$346M |
| 5 |
Comcast
CMCSA
|
$296M |
Top Sells
| 1 |
Amazon
AMZN
|
$867M |
| 2 |
Expedia Group
EXPE
|
$417M |
| 3 |
Charter Communications
CHTR
|
$391M |
| 4 |
Hologic
HOLX
|
$310M |
| 5 |
T-Mobile US
TMUS
|
$300M |
Sector Composition
| 1 | Technology | 13.79% |
| 2 | Healthcare | 12.25% |
| 3 | Financials | 10.27% |
| 4 | Consumer Discretionary | 9.77% |
| 5 | Industrials | 7.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Amazon
AMZN
$2.44T
| $1.56B | 0.44% | 494,435 -275,494 | -36% | -$867M |
|
|
2
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.06B | 0.3% | 3,155,764 +3,125,548 | +10,344% | +$1.05B |
|
|
3
Meta Platforms (Facebook)
META
$1.86T
| $758M | 0.22% | 2,895,634 +2,876,915 | +15,369% | +$753M |
|
|
ATVI
4
DELISTED
Activision Blizzard Inc.
ATVI
| $626M | 0.18% | 7,729,172 +2,361,395 | +44% | +$191M |
|
5
Invesco QQQ Trust
QQQ
$369B
| $575M | 0.16% | 2,069,521 +1,035,001 | +100% | +$288M |
|
6
NVIDIA
NVDA
$4.26T
| $499M | 0.14% | 921,164 +437,574 | +90% | +$237M |
|
|
7
T-Mobile US
TMUS
$281B
| $475M | 0.13% | 4,153,195 -2,626,735 | -39% | -$300M |
|
8
Adobe
ADBE
$150B
| $447M | 0.13% | 911,695 +349,888 | +62% | +$172M |
|
|
9
Wells Fargo
WFC
$264B
| $446M | 0.13% | 18,973,130 +14,722,353 | +346% | +$346M |
|
10
Bristol-Myers Squibb
BMY
$95.5B
| $428M | 0.12% | 7,105,761 +1,081,490 | +18% | +$65.2M |
|
11
Micron Technology
MU
$134B
| $376M | 0.11% | 8,001,586 +4,713,915 | +143% | +$221M |
|
12
Bank of America
BAC
$376B
| $373M | 0.11% | 15,482,692 +3,030,057 | +24% | +$73M |
|
13
Morgan Stanley
MS
$240B
| $372M | 0.11% | 7,691,648 +1,899,156 | +33% | +$91.8M |
|
14
Microsoft
MSFT
$3.77T
| $362M | 0.1% | 1,720,499 +173,198 | +11% | +$36.4M |
|
15
Citigroup
C
$177B
| $357M | 0.1% | 8,291,742 +4,070,749 | +96% | +$175M |
|
|
16
Salesforce
CRM
$242B
| $357M | 0.1% | 1,421,355 +1,416,066 | +26,774% | +$356M |
|
17
JPMorgan Chase
JPM
$829B
| $329M | 0.09% | 3,417,418 -469,317 | -12% | -$45.2M |
|
|
18
Comcast
CMCSA
$125B
| $306M | 0.09% | 6,613,611 +6,396,347 | +2,944% | +$296M |
|
19
Western Union
WU
$2.77B
| $299M | 0.08% | 13,929,493 +5,042,905 | +57% | +$108M |
|
20
SPDR Gold Trust
GLD
$106B
| $290M | 0.08% | 1,635,706 +1,031,337 | +171% | +$183M |
|
21
Medtronic
MDT
$118B
| $288M | 0.08% | 2,767,178 -33,169 | -1% | -$3.45M |
|
22
Workday
WDAY
$60.9B
| $285M | 0.08% | 1,323,540 +820,168 | +163% | +$176M |
|
23
DuPont de Nemours
DD
$32.4B
| $282M | 0.08% | 5,089,988 +594,554 | +13% | +$33M |
|
24
CSX Corp
CSX
$60.3B
| $279M | 0.08% | 3,587,940 +2,555,079 | +247% | +$198M |
|
25
Match Group
MTCH
$8.95B
| $274M | 0.08% | 2,479,448 +1,256,133 | +103% | +$139M |
|