Ken Fisher Fisher Asset Management
AUM
$252B
1-Year Est. Return
19.67%
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
+19.67%
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 | |
|---|---|---|---|---|---|---|
476
FormFactor
FORM
$3.33B
| $5.2M | ﹤0.01% |
151,239
-9,055
|
|
||
477
NNN REIT
NNN
$7.96B
| $5.19M | ﹤0.01% |
120,269
-5,883
|
|
||
478
Broadstone Net Lease
BNL
$3.54B
| $5.1M | ﹤0.01% |
318,032
|
|
||
479
Morningstar
MORN
$9.26B
| $5.07M | ﹤0.01% |
16,141
-1,398
|
|
||
480
Wynn Resorts
WYNN
$13.1B
| $5.03M | ﹤0.01% |
53,663
-58,804
|
|
||
481
Columbus McKinnon
CMCO
$452M
| $5.01M | ﹤0.01% |
327,883
-97,115
|
|
||
482
Synopsys
SNPS
$86.2B
| $4.92M | ﹤0.01% |
9,593
-2,400
|
|
||
483
AptarGroup
ATR
$8.49B
| $4.91M | ﹤0.01% |
31,362
-376
|
|
||
484
Diamondback Energy
FANG
$42.2B
| $4.89M | ﹤0.01% |
35,610
-105,440
|
|
||
485
D.R. Horton
DHI
$47.1B
| $4.87M | ﹤0.01% |
37,810
-212,538
|
|
||
486
Nice
NICE
$8.17B
| $4.79M | ﹤0.01% |
28,332
-18,244
|
|
||
487
Montrose Environmental
MEG
$1.03B
| $4.78M | ﹤0.01% |
218,541
-31,860
|
|
||
488
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| $4.75M | ﹤0.01% |
+44,711
|
|
||
489
Chemed
CHE
$6.36B
| $4.75M | ﹤0.01% |
9,762
-1,721
|
|
||
490
Advanced Drainage Systems
WMS
$11.2B
| $4.67M | ﹤0.01% |
40,651
+13,097
|
|
||
491
ENI
E
$55B
| $4.66M | ﹤0.01% |
143,622
+28,926
|
|
||
492
Uber
UBER
$196B
| $4.63M | ﹤0.01% |
49,656
-620
|
|
||
493
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
| $4.49M | ﹤0.01% |
153,295
-25,249
|
|
||
494
GE Aerospace
GE
$321B
| $4.48M | ﹤0.01% |
17,394
+3,078
|
|
||
495
Crescent Energy
CRGY
$2.13B
| $4.42M | ﹤0.01% |
514,001
-4,292
|
|
||
496
Vanguard Total Bond Market
BND
$138B
| $4.34M | ﹤0.01% |
58,964
-23,801
|
|
||
497
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
| $4.29M | ﹤0.01% |
92,482
-10,809
|
|
||
498
M&T Bank
MTB
$28.9B
| $4.28M | ﹤0.01% |
22,080
+870
|
|
||
499
Vanguard Growth ETF
VUG
$199B
| $4.26M | ﹤0.01% |
9,708
+3,006
|
|
||
500
General Mills
GIS
$25.3B
| $4.26M | ﹤0.01% |
82,135
-52,666
|
|