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Ken Fisher Fisher Asset Management
AUM
$295B
1-Year Est. Return
32.61%
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.
This Fund
S&P 500
1 Year Est. Return
+32.61%
AUM
$293B
AUM Growth
+$16.7B
(+6%)
Holding
1,126
Top Buys
| 1 | +$4.56B | |
| 2 | +$441M | |
| 3 | +$281M | |
| 4 |
NVIDIA
NVDA
|
+$278M |
| 5 |
Microsoft
MSFT
|
+$230M |
Top Sells
| 1 | +$2.05B | |
| 2 | +$1.6B | |
| 3 | +$284M | |
| 4 |
Itaú Unibanco
ITUB
|
+$247M |
| 5 |
Intuit
INTU
|
+$160M |
Sector Composition
| 1 | Technology | 25.35% |
| 2 | Financials | 19.13% |
| 3 | Healthcare | 9.52% |
| 4 | Industrials | 9.41% |
| 5 | Communication Services | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
FormFactor
FORM
$11.8B
| $24.3M | 0.01% |
436,045
+293,746
|
|
||
302
First American
FAF
$6.75B
| $24.1M | 0.01% |
392,276
-29,799
|
|
||
303
Post Holdings
POST
$4.24B
| $24M | 0.01% |
242,101
+123,423
|
|
||
304
Moog Inc Class A
MOG.A
$12.8B
| $23.4M | 0.01% |
96,221
-2,507
|
|
||
305
Scholar Rock
SRRK
$5.46B
| $23.4M | 0.01% |
531,439
-1,737
|
|
||
306
RLJ Lodging Trust
RLJ
$1.67B
| $23.3M | 0.01% |
3,127,412
+94,291
|
|
||
307
Zscaler
ZS
$21.3B
| $23.2M | 0.01% |
102,968
+21,669
|
|
||
308
Banner Corp
BANR
$2.27B
| $23M | 0.01% |
367,148
-24,103
|
|
||
309
Snap-on
SNA
$20.3B
| $22.7M | 0.01% |
66,017
+11,808
|
|
||
310
Worthington Enterprises
WOR
$2.95B
| $22.5M | 0.01% |
436,731
+93,140
|
|
||
311
Boston Properties
BXP
$10.6B
| $22.1M | 0.01% |
327,262
+76,946
|
|
||
312
Medtronic
MDT
$103B
| $21.6M | 0.01% |
225,001
-14,528
|
|
||
313
FNB Corp
FNB
$6.6B
| $21.4M | 0.01% |
1,250,138
+313,983
|
|
||
314
SiteOne Landscape Supply
SITE
$4.8B
| $21.4M | 0.01% |
171,527
+18,662
|
|
||
315
Del Monte Corporation
FDP
$1.38B
| $21.2M | 0.01% |
+594,268
|
|
||
|
ACLX
316
DELISTED
Arcellx
ACLX
| $21.1M | 0.01% |
+322,855
|
|
||
317
Tetra Tech
TTEK
$7.38B
| $20.8M | 0.01% |
621,198
-88,168
|
|
||
318
RenaissanceRe
RNR
$12.8B
| $20.5M | 0.01% |
72,969
-4,319
|
|
||
319
F5
FFIV
$22.3B
| $20.4M | 0.01% |
80,007
+15,236
|
|
||
320
Hancock Whitney
HWC
$5.83B
| $20.4M | 0.01% |
320,218
-28,775
|
|
||
321
Commault Systems
CVLT
$5.32B
| $20.4M | 0.01% |
+162,364
|
|
||
322
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.63B
| $20.3M | 0.01% |
315,179
-9,007
|
|
||
323
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
| $20.3M | 0.01% |
254,475
-50,956
|
|
||
|
P
324
Everpure Inc
P
$24.7B
| $20.2M | 0.01% |
301,756
+229,975
|
|
||
325
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
| $20.1M | 0.01% |
129,942
+17,454
|
|