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Ken Fisher Fisher Asset Management
AUM
$295B
1-Year Est. Return
32.61%
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
+32.61%
AUM
$295B
AUM Growth
+$1.9B
(+0.65%)
Holding
1,133
Top Buys
| 1 | +$1.88B | |
| 2 | +$1.41B | |
| 3 | +$1.17B | |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| 1 | +$1.74B | |
| 2 | +$1.21B | |
| 3 | +$1.06B | |
| 4 |
Stryker
SYK
|
+$955M |
| 5 |
Boston Scientific
BSX
|
+$695M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Energy | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Blackrock
BLK
$160B
| $1.71B | 0.58% |
1,780,959
-43,400
|
|
||
52
Deere & Co
DE
$156B
| $1.71B | 0.58% |
3,028,164
+175,008
|
|
||
53
TotalEnergies
TTE
$196B
| $1.63B | 0.55% |
17,953,188
-1,371,148
|
|
||
54
Mitsubishi UFJ Financial
MUFG
$227B
| $1.62B | 0.55% |
95,689,304
+2,413,185
|
|
||
55
Procter & Gamble
PG
$348B
| $1.59B | 0.54% |
11,013,572
+105,205
|
|
||
56
Union Pacific
UNP
$162B
| $1.58B | 0.54% |
6,504,065
+73,257
|
|
||
57
HSBC
HSBC
$318B
| $1.5B | 0.51% |
18,202,800
+402,052
|
|
||
58
Toyota
TM
$228B
| $1.46B | 0.49% |
7,067,216
+71,544
|
|
||
59
UnitedHealth
UNH
$371B
| $1.42B | 0.48% |
5,237,701
-55,921
|
|
||
60
Oracle
ORCL
$530B
| $1.41B | 0.48% |
9,562,254
+248,077
|
|
||
61
Thermo Fisher Scientific
TMO
$174B
| $1.4B | 0.48% |
2,851,579
+59,158
|
|
||
|
62
Cisco
CSCO
$477B
| $1.34B | 0.46% |
17,301,583
+14,113,710
|
|
||
63
PepsiCo
PEP
$197B
| $1.32B | 0.45% |
8,510,337
+215,008
|
|
||
64
ING
ING
$86.6B
| $1.29B | 0.44% |
49,705,445
-3,515,664
|
|
||
65
Spotify
SPOT
$99.1B
| $1.26B | 0.43% |
2,588,665
-76,847
|
|
||
66
iShares National Muni Bond ETF
MUB
$45.3B
| $1.23B | 0.42% |
11,596,161
+882,344
|
|
||
67
Unilever
UL
$128B
| $1.21B | 0.41% |
21,266,788
+608,050
|
|
||
68
Capital One
COF
$115B
| $1.2B | 0.41% |
6,581,115
-356,247
|
|
||
69
Suncor Energy
SU
$72.7B
| $1.2B | 0.41% |
18,089,707
+1,268,783
|
|
||
70
Boeing
BA
$173B
| $1.16B | 0.4% |
5,852,208
+211,308
|
|
||
71
CSX Corp
CSX
$88.4B
| $1.12B | 0.38% |
27,247,647
+731,816
|
|
||
72
Emerson Electric
EMR
$80.1B
| $1.11B | 0.38% |
8,480,019
+1,288,901
|
|
||
73
Starbucks
SBUX
$117B
| $1.1B | 0.37% |
12,247,249
+218,446
|
|
||
74
Royal Bank of Canada
RY
$277B
| $1.09B | 0.37% |
6,711,554
+338,154
|
|
||
75
Illinois Tool Works
ITW
$74.1B
| $982M | 0.33% |
3,771,476
+66,395
|
|