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
+0.68%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$108B
AUM Growth
+$108B
(+13%)
Cap. Flow
+$12.9B
Cap. Flow
% of AUM
11.88%
Top 10 Holdings %
Top 10 Hldgs %
7.65%
Holding
7,159
New
1,231
Increased
2,491
Reduced
2,121
Closed
1,000
Top Buys
| 1 |
Boeing
BA
|
$936M |
| 2 |
Amazon
AMZN
|
$702M |
| 3 |
UnitedHealth
UNH
|
$685M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
$674M |
| 5 |
Bank of America
BAC
|
$633M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.23B |
| 2 |
NVIDIA
NVDA
|
$536M |
| 3 |
Tesla
TSLA
|
$509M |
| 4 |
Citigroup
C
|
$481M |
| 5 |
Boston Scientific
BSX
|
$434M |
Sector Composition
| 1 | Healthcare | 16.72% |
| 2 | Technology | 15.86% |
| 3 | Financials | 11.72% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HES
1
DELISTED
Hess
HES
| $1.18B | 0.2% | 8,850,495 +1,710,771 | +24% | +$228M |
|
|
2
SPDR S&P 500 ETF Trust
SPY
$658B
| $1,000M | 0.17% | 1,706,118 -2,090,811 | -55% | -$1.23B |
|
|
3
Boeing
BA
$179B
| $977M | 0.17% | 5,521,524 +5,287,739 | +2,262% | +$936M |
|
|
4
Bank of America
BAC
$376B
| $821M | 0.14% | 18,688,833 +14,413,333 | +337% | +$633M |
|
|
5
Amazon
AMZN
$2.44T
| $804M | 0.14% | 3,666,567 +3,198,629 | +684% | +$702M |
|
|
6
UnitedHealth
UNH
$274B
| $799M | 0.14% | 1,580,418 +1,353,454 | +596% | +$685M |
|
7
Edwards Lifesciences
EW
$47.4B
| $697M | 0.12% | 9,418,074 +7,426,571 | +373% | +$550M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $693M | 0.12% | 1,182,847 +780,014 | +194% | +$457M |
|
|
9
Arthur J. Gallagher & Co
AJG
$77.1B
| $683M | 0.12% | 2,405,296 +2,375,510 | +7,975% | +$674M |
|
10
Coca-Cola
KO
$296B
| $624M | 0.11% | 10,018,473 -935,059 | -9% | -$58.2M |
|
11
AT&T
T
$209B
| $589M | 0.1% | 25,877,148 +11,396,081 | +79% | +$259M |
|
12
Walt Disney
DIS
$212B
| $554M | 0.1% | 4,975,013 +4,711,147 | +1,785% | +$525M |
|
13
Salesforce
CRM
$242B
| $548M | 0.09% | 1,639,632 +1,608,348 | +5,141% | +$538M |
|
14
Charter Communications
CHTR
$35.9B
| $526M | 0.09% | 1,533,269 -327,184 | -18% | -$112M |
|
15
Merck
MRK
$208B
| $525M | 0.09% | 5,281,710 -1,759,979 | -25% | -$175M |
|
16
JPMorgan Chase
JPM
$829B
| $524M | 0.09% | 2,184,102 +1,709,705 | +360% | +$410M |
|
17
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.3B
| $505M | 0.09% | 1,186,613 +992,488 | +511% | +$422M |
|
18
Capital One
COF
$145B
| $498M | 0.09% | 2,792,327 +860,356 | +45% | +$153M |
|
19
Medtronic
MDT
$118B
| $477M | 0.08% | 5,970,005 +148,840 | +3% | +$11.9M |
|
20
Eli Lilly
LLY
$658B
| $472M | 0.08% | 611,275 +396,093 | +184% | +$306M |
|
21
Starbucks
SBUX
$100B
| $449M | 0.08% | 4,915,659 +4,761,388 | +3,086% | +$434M |
|
22
Walmart
WMT
$768B
| $445M | 0.08% | 4,919,954 +1,436,805 | +41% | +$130M |
|
|
23
Boston Scientific
BSX
$156B
| $440M | 0.08% | 4,931,452 -4,861,651 | -50% | -$434M |
|
24
Gilead Sciences
GILD
$140B
| $434M | 0.08% | 4,695,889 -322,024 | -6% | -$29.7M |
|
25
Visa
V
$682B
| $429M | 0.07% | 1,356,967 +931,683 | +219% | +$294M |
|