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 | |
|---|---|---|---|---|---|---|
651
PayPal
PYPL
$67.1B
| $1.29M | ﹤0.01% |
17,415
+4,608
|
|
||
652
Globant
GLOB
$2.76B
| $1.29M | ﹤0.01% |
14,162
-6,136
|
|
||
653
WisdomTree
WT
$1.8B
| $1.29M | ﹤0.01% |
111,643
+7
|
|
||
654
Synaptics
SYNA
$2.84B
| $1.28M | ﹤0.01% |
19,734
-3,118
|
|
||
655
First Mid Bancshares
FMBH
$881M
| $1.28M | ﹤0.01% |
34,062
+12,145
|
|
||
656
Titan Machinery
TITN
$383M
| $1.27M | ﹤0.01% |
64,306
|
|
||
657
Veralto
VLTO
$25.8B
| $1.26M | ﹤0.01% |
12,492
-2,122
|
|
||
658
SITE Centers
SITC
$467M
| $1.25M | ﹤0.01% |
110,813
-182,310
|
|
||
|
CLDT
659
Chatham Lodging
CLDT
$326M
| $1.24M | ﹤0.01% |
178,172
+26,546
|
|
||
660
Palo Alto Networks
PANW
$149B
| $1.24M | ﹤0.01% |
6,054
-2,044
|
|
||
661
iShares MSCI Global Energy Producers ETF
FILL
$81.8M
| $1.23M | ﹤0.01% |
52,067
-779
|
|
||
662
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $1.23M | ﹤0.01% |
19,889
+899
|
|
||
663
Palantir
PLTR
$449B
| $1.23M | ﹤0.01% |
9,038
-2,597
|
|
||
664
Oil States International
OIS
$401M
| $1.21M | ﹤0.01% |
225,704
+42,620
|
|
||
665
MidWestOne Financial Group
MOFG
$795M
| $1.21M | ﹤0.01% |
41,897
+10,820
|
|
||
666
Sierra Bancorp
BSRR
$375M
| $1.21M | ﹤0.01% |
40,598
+9,797
|
|
||
667
Bank of Marin Bancorp
BMRC
$414M
| $1.2M | ﹤0.01% |
52,427
+14,074
|
|
||
668
Ford
F
$52.8B
| $1.2M | ﹤0.01% |
110,169
-14,240
|
|
||
669
Expeditors International
EXPD
$16.2B
| $1.19M | ﹤0.01% |
10,429
+24
|
|
||
670
Chubb
CB
$111B
| $1.19M | ﹤0.01% |
4,100
-108
|
|
||
671
Gilead Sciences
GILD
$149B
| $1.19M | ﹤0.01% |
10,700
+3,750
|
|
||
672
Gerdau
GGB
$6.73B
| $1.18M | ﹤0.01% |
404,981
|
|
||
673
Nicolet Bankshares
NIC
$1.82B
| $1.18M | ﹤0.01% |
9,574
-1,207
|
|
||
674
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
| $1.18M | ﹤0.01% |
11,702
+7,763
|
|
||
675
Preferred Bank
PFBC
$1.15B
| $1.18M | ﹤0.01% |
13,579
+3,825
|
|