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
+1.91%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$86.5B
AUM Growth
+$86.5B
(+7.7%)
Cap. Flow
+$1.12B
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
6.99%
Holding
7,344
New
1,332
Increased
2,222
Reduced
2,333
Closed
1,131
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$675M |
| 2 |
Tesla
TSLA
|
$594M |
| 3 |
Caterpillar
CAT
|
$495M |
| 4 |
PayPal
PYPL
|
$387M |
| 5 |
Becton Dickinson
BDX
|
$375M |
Top Sells
| 1 |
Amazon
AMZN
|
$732M |
| 2 |
Humana
HUM
|
$566M |
| 3 |
Boston Scientific
BSX
|
$368M |
| 4 |
Goldman Sachs
GS
|
$367M |
| 5 |
Broadcom
AVGO
|
$352M |
Sector Composition
| 1 | Technology | 16.62% |
| 2 | Healthcare | 14.17% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.86T
| $967M | 0.23% | 8,039,075 +5,612,831 | +231% | +$675M |
|
|
2
Tesla
TSLA
$1.09T
| $926M | 0.22% | 7,519,216 +4,821,770 | +179% | +$594M |
|
3
Apple
AAPL
$3.45T
| $800M | 0.19% | 6,157,621 +1,258,606 | +26% | +$164M |
|
4
Adobe
ADBE
$150B
| $530M | 0.12% | 1,575,124 +772,857 | +96% | +$260M |
|
|
5
Caterpillar
CAT
$196B
| $519M | 0.12% | 2,167,964 +2,066,571 | +2,038% | +$495M |
|
|
6
PayPal
PYPL
$67.1B
| $481M | 0.11% | 6,754,573 +5,435,176 | +412% | +$387M |
|
|
7
Becton Dickinson
BDX
$55B
| $462M | 0.11% | 1,815,514 +1,475,075 | +433% | +$375M |
|
8
Wells Fargo
WFC
$264B
| $458M | 0.11% | 11,087,405 +2,370,293 | +27% | +$97.9M |
|
9
Workday
WDAY
$61B
| $449M | 0.1% | 2,682,268 +953,021 | +55% | +$159M |
|
10
Intuitive Surgical
ISRG
$168B
| $448M | 0.1% | 1,686,489 +1,086,507 | +181% | +$288M |
|
11
JPMorgan Chase
JPM
$829B
| $440M | 0.1% | 3,281,230 -2,202,641 | -40% | -$295M |
|
12
Charter Communications
CHTR
$35.9B
| $430M | 0.1% | 1,267,696 +454,279 | +56% | +$154M |
|
13
Advanced Micro Devices
AMD
$265B
| $425M | 0.1% | 6,558,274 +5,044,165 | +333% | +$327M |
|
14
Yum! Brands
YUM
$40.4B
| $405M | 0.09% | 3,161,934 -377,136 | -11% | -$48.3M |
|
15
iShares Russell 2000 ETF
IWM
$65.9B
| $399M | 0.09% | 2,286,045 -389,338 | -15% | -$67.9M |
|
16
Lowe's Companies
LOW
$144B
| $388M | 0.09% | 1,945,160 +283,089 | +17% | +$56.4M |
|
17
Johnson Controls International
JCI
$70B
| $366M | 0.09% | 5,719,836 -1,665,698 | -23% | -$107M |
|
18
Palo Alto Networks
PANW
$127B
| $364M | 0.09% | 2,606,624 +838,840 | +47% | +$117M |
|
19
Bank of New York Mellon
BK
$74.3B
| $352M | 0.08% | 7,737,334 +6,630,369 | +599% | +$302M |
|
20
Microsoft
MSFT
$3.77T
| $337M | 0.08% | 1,404,012 -363,246 | -21% | -$87.1M |
|
21
Cigna
CI
$80.4B
| $323M | 0.08% | 974,487 +566,527 | +139% | +$188M |
|
22
Netflix
NFLX
$515B
| $311M | 0.07% | 1,054,884 +842,218 | +396% | +$248M |
|
23
Coca-Cola
KO
$296B
| $305M | 0.07% | 4,787,392 +3,678,694 | +332% | +$234M |
|
|
24
Boston Scientific
BSX
$156B
| $302M | 0.07% | 6,534,311 -7,957,191 | -55% | -$368M |
|
25
M&T Bank
MTB
$31.5B
| $298M | 0.07% | 2,057,256 +572,503 | +39% | +$83M |
|