Ken Fisher Fisher Asset Management
AUM
$293B
1-Year Est. Return
28.33%
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
+28.33%
AUM
$293B
AUM Growth
+$16.7B
(+6%)
Holding
1,126
Top Buys
| 1 | +$4.56B | |
| 2 | +$441M | |
| 3 | +$281M | |
| 4 |
NVIDIA
NVDA
|
+$278M |
| 5 |
Microsoft
MSFT
|
+$230M |
Top Sells
| 1 | +$2.05B | |
| 2 | +$1.6B | |
| 3 | +$284M | |
| 4 |
Itaú Unibanco
ITUB
|
+$247M |
| 5 |
Intuit
INTU
|
+$160M |
Sector Composition
| 1 | Technology | 25.35% |
| 2 | Financials | 19.13% |
| 3 | Healthcare | 9.52% |
| 4 | Industrials | 9.41% |
| 5 | Communication Services | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Spotify
SPOT
$106B
| $1.55B | 0.53% |
2,665,512
+62,887
|
|
||
|
52
Intuit
INTU
$122B
| $1.51B | 0.52% |
2,284,310
-242,597
|
|
||
53
Toyota
TM
$275B
| $1.5B | 0.51% |
6,995,672
+86,474
|
|
||
54
ING
ING
$73.8B
| $1.49B | 0.51% |
53,221,109
-3,919,845
|
|
||
55
Union Pacific
UNP
$144B
| $1.49B | 0.51% |
6,430,808
+2,579
|
|
||
56
Mitsubishi UFJ Financial
MUFG
$185B
| $1.48B | 0.5% |
93,276,119
+1,789,620
|
|
||
57
Canadian Natural Resources
CNQ
$101B
| $1.45B | 0.49% |
42,745,981
+1,342,954
|
|
||
58
Abbott
ABT
$188B
| $1.43B | 0.49% |
11,440,255
-592,629
|
|
||
59
BHP
BHP
$175B
| $1.41B | 0.48% |
23,402,474
+252,825
|
|
||
60
HSBC
HSBC
$268B
| $1.4B | 0.48% |
17,800,748
+402,288
|
|
||
61
ConocoPhillips
COP
$149B
| $1.39B | 0.47% |
14,847,367
+193,401
|
|
||
62
Adobe
ADBE
$102B
| $1.39B | 0.47% |
3,961,853
-272,625
|
|
||
63
iShares MSCI Europe Financials ETF
EUFN
$3.82B
| $1.37B | 0.47% |
37,017,326
+1,084,716
|
|
||
64
Unilever
UL
$140B
| $1.35B | 0.46% |
20,658,738
+625,034
|
|
||
65
Deere & Co
DE
$156B
| $1.33B | 0.45% |
2,853,156
+131,138
|
|
||
66
Pfizer
PFE
$151B
| $1.29B | 0.44% |
51,952,106
+2,664,052
|
|
||
67
ServiceNow
NOW
$119B
| $1.28B | 0.44% |
8,351,824
+71,714
|
|
||
68
TotalEnergies
TTE
$176B
| $1.26B | 0.43% |
19,324,336
-639,496
|
|
||
69
Boeing
BA
$165B
| $1.22B | 0.42% |
5,640,900
+135,860
|
|
||
70
PepsiCo
PEP
$218B
| $1.19B | 0.41% |
8,295,329
+183,291
|
|
||
71
iShares National Muni Bond ETF
MUB
$42.7B
| $1.15B | 0.39% |
10,713,817
+988,044
|
|
||
72
Banco Santander
SAN
$156B
| $1.14B | 0.39% |
96,865,591
-10,763,516
|
|
||
73
Salesforce
CRM
$178B
| $1.13B | 0.39% |
4,278,477
-49,753
|
|
||
74
Stryker
SYK
$129B
| $1.1B | 0.37% |
3,117,283
-192,839
|
|
||
75
Royal Bank of Canada
RY
$225B
| $1.09B | 0.37% |
6,373,400
+368,534
|
|