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 | |
|---|---|---|---|---|---|---|
51
Capital One
COF
$147B
| $1.55B | 0.56% |
7,296,227
-357,454
|
|
||
52
ServiceNow
NOW
$177B
| $1.52B | 0.55% |
1,656,022
+19,734
|
|
||
53
Union Pacific
UNP
$140B
| $1.52B | 0.55% |
6,428,229
+29,514
|
|
||
|
54
Adobe
ADBE
$145B
| $1.49B | 0.54% |
4,234,478
-333,339
|
|
||
55
ING
ING
$76.3B
| $1.49B | 0.54% |
57,140,954
-3,752,253
|
|
||
56
Mitsubishi UFJ Financial
MUFG
$185B
| $1.46B | 0.53% |
91,486,499
+1,973,325
|
|
||
57
Cummins
CMI
$70.5B
| $1.42B | 0.51% |
3,367,001
+91,956
|
|
||
58
GSK
GSK
$97.7B
| $1.39B | 0.5% |
32,227,615
+889,210
|
|
||
59
ConocoPhillips
COP
$116B
| $1.39B | 0.5% |
14,653,966
+260,091
|
|
||
60
Unilever
UL
$146B
| $1.34B | 0.48% |
22,537,917
+959,269
|
|
||
61
Canadian Natural Resources
CNQ
$72.2B
| $1.32B | 0.48% |
41,403,027
-6,536,558
|
|
||
62
Toyota
TM
$256B
| $1.32B | 0.48% |
6,909,198
+81,564
|
|
||
63
Thermo Fisher Scientific
TMO
$215B
| $1.32B | 0.48% |
2,721,101
+31,298
|
|
||
64
BHP
BHP
$149B
| $1.29B | 0.47% |
23,149,649
+307,397
|
|
||
65
Rio Tinto
RIO
$119B
| $1.26B | 0.46% |
19,120,168
+557,234
|
|
||
66
Pfizer
PFE
$148B
| $1.26B | 0.45% |
49,288,054
+897,786
|
|
||
67
Deere & Co
DE
$128B
| $1.24B | 0.45% |
2,722,018
+141,790
|
|
||
68
HSBC
HSBC
$244B
| $1.23B | 0.45% |
17,398,460
+355,089
|
|
||
69
iShares MSCI Europe Financials ETF
EUFN
$4.28B
| $1.23B | 0.45% |
35,932,610
+587,501
|
|
||
70
Stryker
SYK
$139B
| $1.22B | 0.44% |
3,310,122
-140,114
|
|
||
71
TotalEnergies
TTE
$140B
| $1.19B | 0.43% |
19,963,832
-522,833
|
|
||
72
Boeing
BA
$153B
| $1.19B | 0.43% |
5,505,040
+177,597
|
|
||
73
PepsiCo
PEP
$198B
| $1.14B | 0.41% |
8,112,038
+155,636
|
|
||
|
74
Banco Santander
SAN
$162B
| $1.13B | 0.41% |
107,629,107
-9,962,970
|
|
||
75
iShares National Muni Bond ETF
MUB
$41.5B
| $1.04B | 0.37% |
9,725,773
+810,838
|
|