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
$276B
AUM Growth
+$24.4B
(+9.7%)
Holding
1,094
Top Buys
| 1 | +$2.89B | |
| 2 | +$383M | |
| 3 | +$299M | |
| 4 |
Microsoft
MSFT
|
+$282M |
| 5 |
Apple
AAPL
|
+$226M |
Top Sells
| 1 | +$1.82B | |
| 2 | +$209M | |
| 3 | +$168M | |
| 4 |
Adobe
ADBE
|
+$118M |
| 5 |
Banco Santander
SAN
|
+$104M |
Sector Composition
| 1 | Technology | 26.4% |
| 2 | Financials | 18.68% |
| 3 | Industrials | 9.33% |
| 4 | Healthcare | 8.68% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
iShares S&P 500 Value ETF
IVE
$47.4B
| $1.95M | ﹤0.01% |
9,429
+7,440
|
|
||
577
Automatic Data Processing
ADP
$106B
| $1.94M | ﹤0.01% |
6,619
+1,142
|
|
||
578
KraneShares CSI China Internet ETF
KWEB
$8.7B
| $1.94M | ﹤0.01% |
46,066
+595
|
|
||
579
Exelixis
EXEL
$11.2B
| $1.93M | ﹤0.01% |
46,812
+1,982
|
|
||
580
iShares Semiconductor ETF
SOXX
$16.6B
| $1.89M | ﹤0.01% |
6,974
-1,541
|
|
||
581
PPL Corp
PPL
$25.1B
| $1.88M | ﹤0.01% |
+50,466
|
|
||
582
Mizuho Financial
MFG
$91.5B
| $1.87M | ﹤0.01% |
279,459
+13,385
|
|
||
583
MSCI
MSCI
$41.4B
| $1.87M | ﹤0.01% |
3,295
-183
|
|
||
584
Chart Industries
GTLS
$9.25B
| $1.87M | ﹤0.01% |
9,338
-500,950
|
|
||
585
Invesco NASDAQ 100 ETF
QQQM
$69.9B
| $1.83M | ﹤0.01% |
7,411
+521
|
|
||
586
Stepan Co
SCL
$1.09B
| $1.83M | ﹤0.01% |
38,360
|
|
||
587
Vanguard Total International Bond ETF
BNDX
$73.8B
| $1.83M | ﹤0.01% |
36,964
+27,909
|
|
||
588
Vital Energy
VTLE
| $1.82M | ﹤0.01% |
107,919
-382
|
|
||
589
CNB Financial Corp
CCNE
$817M
| $1.82M | ﹤0.01% |
75,175
|
|
||
590
MiMedx Group
MDXG
$1.07B
| $1.82M | ﹤0.01% |
260,242
-12,760
|
|
||
591
Wells Fargo
WFC
$289B
| $1.81M | ﹤0.01% |
21,572
-1,388
|
|
||
592
AnaptysBio
ANAB
$1.25B
| $1.8M | ﹤0.01% |
58,878
-21
|
|
||
|
PDM
593
Piedmont Realty Trust
PDM
$1.09B
| $1.78M | ﹤0.01% |
197,368
+500
|
|
||
594
Devon Energy
DVN
$22B
| $1.77M | ﹤0.01% |
50,588
-1,936
|
|
||
595
Old Second Bancorp
OSBC
$1.09B
| $1.77M | ﹤0.01% |
102,505
-5,518
|
|
||
596
Tango Therapeutics
TNGX
$1.21B
| $1.77M | ﹤0.01% |
210,352
-13,725
|
|
||
597
KeyCorp
KEY
$22.5B
| $1.77M | ﹤0.01% |
94,445
-231
|
|
||
598
Tyson Foods
TSN
$20.5B
| $1.75M | ﹤0.01% |
32,240
-399
|
|
||
599
Comcast
CMCSA
$108B
| $1.74M | ﹤0.01% |
55,512
-5,107
|
|
||
600
Semtech
SMTC
$6.58B
| $1.72M | ﹤0.01% |
24,069
-1,711
|
|