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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
$295B
AUM Growth
+$1.9B
(+0.65%)
Holding
1,133
Top Buys
| 1 | +$1.88B | |
| 2 | +$1.41B | |
| 3 | +$1.17B | |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| 1 | +$1.74B | |
| 2 | +$1.21B | |
| 3 | +$1.06B | |
| 4 |
Stryker
SYK
|
+$955M |
| 5 |
Boston Scientific
BSX
|
+$695M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Energy | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
BP
BP
$110B
| $3.13B | 1.06% |
66,622,798
+190,874
|
|
||
27
Pfizer
PFE
$149B
| $2.95B | 1% |
104,964,427
+53,012,321
|
|
||
28
American Express
AXP
$222B
| $2.8B | 0.95% |
9,250,373
+226,891
|
|
||
29
Bank of America
BAC
$398B
| $2.8B | 0.95% |
57,349,020
+3,565,199
|
|
||
30
UBS Group
UBS
$161B
| $2.58B | 0.88% |
66,074,238
+1,966,974
|
|
||
31
Shell
SHEL
$237B
| $2.56B | 0.87% |
27,474,710
+331,925
|
|
||
32
SAP
SAP
$192B
| $2.49B | 0.84% |
14,534,441
-194,440
|
|
||
33
Johnson Controls International
JCI
$88.4B
| $2.3B | 0.78% |
17,526,516
+286,563
|
|
||
34
Visa
V
$613B
| $2.29B | 0.78% |
7,589,158
+104,026
|
|
||
35
Sony
SONY
$121B
| $2.29B | 0.78% |
110,630,948
+1,649,360
|
|
||
36
Johnson & Johnson
JNJ
$580B
| $2.26B | 0.77% |
9,263,611
+397,404
|
|
||
37
Mastercard
MA
$433B
| $2.2B | 0.75% |
4,407,853
+52,048
|
|
||
38
Canadian Natural Resources
CNQ
$94.5B
| $2.19B | 0.74% |
45,024,405
+2,278,424
|
|
||
39
AstraZeneca
AZN
$277B
| $2.14B | 0.73% |
10,845,708
-10,755,725
|
|
||
|
40
Novartis
NVS
$292B
| $2.12B | 0.72% |
13,885,749
+6,419,899
|
|
||
|
SCHW
41
Charles Schwab
SCHW
$158B
| $2.09B | 0.71% |
22,218,091
+399,577
|
|
||
42
ConocoPhillips
COP
$143B
| $2.01B | 0.68% |
15,217,736
+370,369
|
|
||
43
AbbVie
ABBV
$402B
| $1.98B | 0.67% |
9,092,054
+8,463,716
|
|
||
44
Netflix
NFLX
$338B
| $1.96B | 0.66% |
20,336,474
-153,925
|
|
||
45
Barclays
BCS
$86.1B
| $1.94B | 0.66% |
91,450,850
+1,700,781
|
|
||
46
GSK
GSK
$106B
| $1.91B | 0.65% |
34,522,363
+1,326,378
|
|
||
47
Cummins
CMI
$91B
| $1.88B | 0.64% |
3,497,060
+86,337
|
|
||
48
Rio Tinto
RIO
$171B
| $1.88B | 0.64% |
20,135,992
+493,248
|
|
||
49
Intuitive Surgical
ISRG
$146B
| $1.78B | 0.6% |
3,852,940
+67,970
|
|
||
50
BHP
BHP
$231B
| $1.74B | 0.59% |
23,872,244
+469,770
|
|