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 | |
|---|---|---|---|---|---|---|
401
Trinity Industries
TRN
$2.27B
| $10.8M | ﹤0.01% |
399,689
-2,426
|
|
||
402
Insulet
PODD
$20.7B
| $10.5M | ﹤0.01% |
33,519
-12,903
|
|
||
403
Park Hotels & Resorts
PK
$2.16B
| $10.5M | ﹤0.01% |
1,029,400
-484,233
|
|
||
404
Bristol-Myers Squibb
BMY
$104B
| $10.5M | ﹤0.01% |
226,976
+6,237
|
|
||
405
Yum! Brands
YUM
$41.1B
| $10.4M | ﹤0.01% |
70,125
+8,083
|
|
||
406
MakeMyTrip
MMYT
$7.47B
| $10.2M | ﹤0.01% |
104,082
-25,307
|
|
||
407
Toll Brothers
TOL
$13.3B
| $10.1M | ﹤0.01% |
88,890
-126,374
|
|
||
408
V2X
VVX
$1.71B
| $10.1M | ﹤0.01% |
207,944
-27,742
|
|
||
409
Materion
MTRN
$2.71B
| $10.1M | ﹤0.01% |
127,168
-31,433
|
|
||
410
Align Technology
ALGN
$11.8B
| $10M | ﹤0.01% |
52,891
-4,660
|
|
||
411
Core Laboratories
CLB
$792M
| $10M | ﹤0.01% |
867,726
-143,838
|
|
||
412
ProPetro Holding
PUMP
$1.16B
| $9.67M | ﹤0.01% |
1,619,120
+3,418
|
|
||
413
Pentair
PNR
$17.3B
| $9.62M | ﹤0.01% |
93,727
-1,674
|
|
||
414
Teradyne
TER
$31.9B
| $9.29M | ﹤0.01% |
103,299
-820
|
|
||
415
Workday
WDAY
$58.9B
| $9.24M | ﹤0.01% |
38,500
-6,467
|
|
||
416
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
| $9.21M | ﹤0.01% |
68,103
-9,881
|
|
||
417
Williams-Sonoma
WSM
$22.6B
| $9.19M | ﹤0.01% |
56,267
+51,845
|
|
||
418
Independent Bank
INDB
$3.81B
| $9.11M | ﹤0.01% |
144,903
-33,736
|
|
||
419
Halliburton
HAL
$24.5B
| $8.98M | ﹤0.01% |
440,504
+21,173
|
|
||
420
Enterprise Financial Services Corp
EFSC
$2.12B
| $8.94M | ﹤0.01% |
162,205
-1,582
|
|
||
421
Nuvalent
NUVL
$8.22B
| $8.76M | ﹤0.01% |
114,761
-6,577
|
|
||
422
Associated Banc-Corp
ASB
$4.5B
| $8.71M | ﹤0.01% |
357,009
+9
|
|
||
423
Exact Sciences
EXAS
$19.2B
| $8.4M | ﹤0.01% |
158,029
-27,925
|
|
||
424
Alkermes
ALKS
$4.82B
| $8.35M | ﹤0.01% |
291,947
-29,734
|
|
||
425
Chord Energy
CHRD
$5.63B
| $8.1M | ﹤0.01% |
83,636
-630
|
|