Ken Fisher Fisher Asset Management
AUM
$276B
1-Year Est. Return
24.78%
Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.
1 Year Est. Return
+24.78%
AUM
$252B
AUM Growth
+$20.9B
(+9%)
Holding
1,093
Top Buys
| 1 | +$696M | |
| 2 | +$424M | |
| 3 | +$402M | |
| 4 |
SAP
SAP
|
+$354M |
| 5 |
Spotify
SPOT
|
+$353M |
Top Sells
| 1 | +$1.91B | |
| 2 | +$1.3B | |
| 3 | +$1.04B | |
| 4 |
Eli Lilly
LLY
|
+$886M |
| 5 |
JPMorgan Chase
JPM
|
+$868M |
Sector Composition
| 1 | Technology | 25.47% |
| 2 | Financials | 18.4% |
| 3 | Industrials | 9.35% |
| 4 | Healthcare | 9.18% |
| 5 | Communication Services | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Cactus
WHD
$3.23B
| $23M | 0.01% |
526,271
-24,203
|
|
||
302
Coherent
COHR
$31B
| $22.7M | 0.01% |
+254,769
|
|
||
303
The Greenbrier Companies
GBX
$1.47B
| $22.7M | 0.01% |
492,702
-20,824
|
|
||
304
Box
BOX
$4.35B
| $22.7M | 0.01% |
662,993
-140,528
|
|
||
305
RLJ Lodging Trust
RLJ
$1.14B
| $22.3M | 0.01% |
3,056,956
-255,984
|
|
||
306
Cheesecake Factory
CAKE
$2.44B
| $21.8M | 0.01% |
348,506
+60,078
|
|
||
307
Moelis & Co
MC
$5.22B
| $21.8M | 0.01% |
350,249
-3,220
|
|
||
308
SM Energy
SM
$2.34B
| $21.3M | 0.01% |
861,301
-575
|
|
||
309
Denali Therapeutics
DNLI
$2.58B
| $21.2M | 0.01% |
1,515,991
+151,032
|
|
||
310
Wipro
WIT
$30.3B
| $21.2M | 0.01% |
7,020,730
-200,092
|
|
||
311
Crinetics Pharmaceuticals
CRNX
$4.56B
| $21.2M | 0.01% |
737,084
-36,263
|
|
||
312
Simpson Manufacturing
SSD
$6.98B
| $21.1M | 0.01% |
136,005
-83,835
|
|
||
313
Cal-Maine
CALM
$4.17B
| $20.9M | 0.01% |
209,654
+1,495
|
|
||
314
Qualys
QLYS
$5.44B
| $20.6M | 0.01% |
144,002
-25,956
|
|
||
315
Sumitomo Mitsui Financial
SMFG
$121B
| $20.5M | 0.01% |
1,357,193
+785,443
|
|
||
316
Bankunited
BKU
$3.44B
| $20.5M | 0.01% |
575,878
+113,974
|
|
||
317
Veracyte
VCYT
$3.43B
| $20.4M | 0.01% |
755,316
-93,297
|
|
||
318
Veeco
VECO
$1.94B
| $20.3M | 0.01% |
999,233
-77,376
|
|
||
319
SPDR Euro Stoxx 50 ETF
FEZ
$4.86B
| $20.3M | 0.01% |
339,891
-11,739
|
|
||
320
Zscaler
ZS
$38.8B
| $20.3M | 0.01% |
64,637
-1,209
|
|
||
321
Merit Medical Systems
MMSI
$5.06B
| $20.1M | 0.01% |
215,445
-6,852
|
|
||
322
Halozyme
HALO
$7.37B
| $19.9M | 0.01% |
381,745
-35,771
|
|
||
323
SPX Corp
SPXC
$10.8B
| $19.8M | 0.01% |
+118,181
|
|
||
324
Azenta
AZTA
$1.68B
| $19.5M | 0.01% |
634,697
-81,724
|
|
||
325
Vanguard Total World Stock ETF
VT
$59B
| $19.5M | 0.01% |
151,772
+23,578
|
|