CITADEL ADVISORS LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for CITADEL ADVISORS LLC, 17% allocated to Technology.

Top Sector: Technology (17%)

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology

16.60%

Healthcare

15.00%

Consumer Cyclical

12.10%

Financial Services

12.10%

Industrials

9.90%

Consumer Defensive

6.70%

ETF

5.00%

Energy

4.80%

Communication Services

3.60%

Basic Materials

3.30%

Real Estate

3.20%

Utilities

2.50%

Industry Breakdown

No industry data available

Market Cap Distribution

No market cap data available

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Persistence Rate: 75.36%
Persistent Holdings Weight: 96.86%
Persistent Positions: 4,138

Position Sizing & Influence

Current Quarter

Largest Ownership Stake: Lexeo Therapeutics, Inc. Common StockLXEO - 10.87%
Avg. Ownership Stake: 0.77%
Ownership Stake >5%: 10
Ownership Stake >1%: 438

Historical (Since Q2 2013)

Avg. Ownership Stake: 0.72%
Largest Ownership Stake: QXO, Inc.QXO - 100.00% (Q2 2024)

Portfolio Turnover

No data available