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
-0.31%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$80.3B
AUM Growth
+$80.3B
(+9.1%)
Cap. Flow
+$9.96B
Cap. Flow
% of AUM
12.41%
Top 10 Holdings %
Top 10 Hldgs %
7.58%
Holding
7,318
New
1,042
Increased
2,357
Reduced
2,269
Closed
1,153
Top Buys
| 1 |
Tesla
TSLA
|
$662M |
| 2 |
Apple
AAPL
|
$619M |
| 3 |
JPMorgan Chase
JPM
|
$530M |
| 4 |
Amazon
AMZN
|
$506M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$424M |
Top Sells
| 1 |
Home Depot
HD
|
$312M |
| 2 |
Meta Platforms (Facebook)
META
|
$292M |
| 3 |
T-Mobile US
TMUS
|
$258M |
| 4 |
Cigna
CI
|
$254M |
| 5 |
Marathon Petroleum
MPC
|
$236M |
Sector Composition
| 1 | Technology | 17.09% |
| 2 | Healthcare | 13.91% |
| 3 | Financials | 13.01% |
| 4 | Consumer Discretionary | 11.69% |
| 5 | Industrials | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Amazon
AMZN
$2.44T
| $1.05B | 0.24% | 9,258,478 +4,479,964 | +94% | +$506M |
|
|
2
Tesla
TSLA
$1.09T
| $715M | 0.16% | 2,697,446 +2,496,147 | +1,240% | +$662M |
|
|
3
Apple
AAPL
$3.45T
| $677M | 0.15% | 4,899,015 +4,481,851 | +1,074% | +$619M |
|
|
4
JPMorgan Chase
JPM
$829B
| $573M | 0.13% | 5,483,871 +5,075,428 | +1,243% | +$530M |
|
5
Boston Scientific
BSX
$156B
| $561M | 0.13% | 14,491,502 +1,960,393 | +16% | +$75.9M |
|
6
Humana
HUM
$36.2B
| $558M | 0.13% | 1,149,177 +40,419 | +4% | +$19.6M |
|
|
7
iShares 20+ Year Treasury Bond ETF
TLT
$47.5B
| $509M | 0.12% | 4,972,307 +4,138,894 | +497% | +$424M |
|
8
Salesforce
CRM
$242B
| $477M | 0.11% | 3,316,816 +2,673,077 | +415% | +$384M |
|
9
Broadcom
AVGO
$1.39T
| $469M | 0.11% | 1,056,333 +383,414 | +57% | +$170M |
|
10
iShares Russell 2000 ETF
IWM
$65.9B
| $441M | 0.1% | 2,675,383 +2,274,844 | +568% | +$375M |
|
11
Microsoft
MSFT
$3.77T
| $412M | 0.09% | 1,767,258 +408,156 | +30% | +$95.1M |
|
12
US Bancorp
USB
$76B
| $396M | 0.09% | 9,831,469 +5,106,131 | +108% | +$206M |
|
13
Walmart
WMT
$768B
| $392M | 0.09% | 3,022,771 +2,951,721 | +4,154% | +$383M |
|
14
Yum! Brands
YUM
$40.4B
| $376M | 0.09% | 3,539,070 +921,818 | +35% | +$98M |
|
15
Johnson Controls International
JCI
$70B
| $364M | 0.08% | 7,385,534 +5,743,637 | +350% | +$283M |
|
16
Wells Fargo
WFC
$264B
| $351M | 0.08% | 8,717,112 +6,378,299 | +273% | +$257M |
|
|
17
Meta Platforms (Facebook)
META
$1.86T
| $329M | 0.08% | 2,426,244 -2,154,173 | -47% | -$292M |
|
18
Fidelity National Information Services
FIS
$36.5B
| $327M | 0.07% | 4,328,623 +4,079,611 | +1,638% | +$308M |
|
19
Goldman Sachs
GS
$225B
| $326M | 0.07% | 1,112,973 +126,545 | +13% | +$37.1M |
|
20
Eli Lilly
LLY
$658B
| $318M | 0.07% | 983,285 -181,800 | -16% | -$58.8M |
|
21
Lowe's Companies
LOW
$144B
| $312M | 0.07% | 1,662,071 +1,622,726 | +4,124% | +$305M |
|
|
TWTR
22
DELISTED
Twitter, Inc.
TWTR
| $297M | 0.07% | 6,771,093 +2,771,460 | +69% | +$122M |
|
23
ResMed
RMD
$39.8B
| $293M | 0.07% | 1,343,458 +62,863 | +5% | +$13.7M |
|
24
Merck
MRK
$209B
| $292M | 0.07% | 3,387,216 +1,231,726 | +57% | +$106M |
|
25
Palo Alto Networks
PANW
$127B
| $290M | 0.07% | 1,767,784 +1,103,104 | +166% | +$181M |
|