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
$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 | |
|---|---|---|---|---|---|---|
51
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
| $1.54B | 0.61% |
57,950,223
+3,231,049
|
|
||
52
Canadian Natural Resources
CNQ
$72.2B
| $1.51B | 0.6% |
47,939,585
+2,051,714
|
|
||
53
Union Pacific
UNP
$140B
| $1.47B | 0.58% |
6,398,715
+46,436
|
|
||
54
AstraZeneca
AZN
$280B
| $1.45B | 0.57% |
20,695,979
+530,520
|
|
||
55
Stryker
SYK
$139B
| $1.37B | 0.54% |
3,450,236
-205,405
|
|
||
56
ING
ING
$76.3B
| $1.33B | 0.53% |
60,893,207
-2,628,056
|
|
||
57
Unilever
UL
$146B
| $1.32B | 0.52% |
21,578,648
+1,989,631
|
|
||
58
Deere & Co
DE
$128B
| $1.31B | 0.52% |
2,580,228
+236,406
|
|
||
59
ConocoPhillips
COP
$116B
| $1.29B | 0.51% |
14,393,875
+224,201
|
|
||
60
Johnson & Johnson
JNJ
$487B
| $1.26B | 0.5% |
8,272,472
-436,290
|
|
||
61
TotalEnergies
TTE
$140B
| $1.26B | 0.5% |
20,486,665
-686,407
|
|
||
62
Mitsubishi UFJ Financial
MUFG
$185B
| $1.23B | 0.49% |
89,513,174
+13,275,383
|
|
||
63
GSK
GSK
$97.7B
| $1.2B | 0.48% |
31,338,405
+1,306,590
|
|
||
64
Toyota
TM
$256B
| $1.18B | 0.47% |
6,827,634
+112,905
|
|
||
65
Pfizer
PFE
$148B
| $1.17B | 0.47% |
48,390,268
+950,239
|
|
||
66
Salesforce
CRM
$248B
| $1.15B | 0.46% |
4,227,039
-3,824,987
|
|
||
67
iShares MSCI Europe Financials ETF
EUFN
$4.28B
| $1.12B | 0.44% |
35,345,109
-2,974,271
|
|
||
68
Boeing
BA
$153B
| $1.12B | 0.44% |
5,327,443
+196,666
|
|
||
69
Carrier Global
CARR
$45.7B
| $1.1B | 0.44% |
15,048,555
+448,055
|
|
||
70
BHP
BHP
$149B
| $1.1B | 0.44% |
22,842,252
+429,330
|
|
||
71
Starbucks
SBUX
$96.8B
| $1.09B | 0.43% |
11,919,980
-110,084
|
|
||
72
Thermo Fisher Scientific
TMO
$215B
| $1.09B | 0.43% |
2,689,803
-25,615
|
|
||
73
Rio Tinto
RIO
$119B
| $1.08B | 0.43% |
18,562,934
+752,505
|
|
||
74
Cummins
CMI
$70.5B
| $1.07B | 0.43% |
3,275,045
+142,058
|
|
||
75
PepsiCo
PEP
$198B
| $1.05B | 0.42% |
7,956,402
-219,665
|
|