Ken Fisher Fisher Asset Management
AUM
$252B
1-Year 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.
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 | |
|---|---|---|---|---|---|---|
1076
Texas Pacific Land
TPL
$20.5B
| – | – |
-373
|
|
||
1077
TC Energy
TRP
$54.9B
| – | – |
-4,558
|
|
||
1078
Toro Company
TTC
$7.14B
| – | – |
-9,270
|
|
||
1079
Trade Desk
TTD
$25.1B
| – | – |
-5,256
|
|
||
1080
Twist Bioscience
TWST
$1.82B
| – | – |
-39,415
|
|
||
1081
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| – | – |
-8,627
|
|
||
1082
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
| – | – |
-774
|
|
||
1083
WEC Energy
WEC
$37B
| – | – |
-1,950
|
|
||
1084
Wheaton Precious Metals
WPM
$49.5B
| – | – |
-5,169
|
|
||
1085
Xcel Energy
XEL
$47.4B
| – | – |
-2,866
|
|
||
1086
Invesco S&P MidCap Momentum ETF
XMMO
$5.91B
| – | – |
-3,532
|
|
||
1087
Flutter Entertainment
FLUT
$43.8B
| – | – |
-7,052
|
|
||
1088
Dayforce
DAY
$10.8B
| – | – |
-51,619
|
|
||
|
MRP
1089
Millrose Properties Inc
MRP
$5.16B
| – | – |
-8,791
|
|
||
|
BECN
1090
DELISTED
Beacon Roofing Supply, Inc.
BECN
| – | – |
-29,229
|
|
||
|
FBMS
1091
DELISTED
The First Bancshares, Inc.
FBMS
| – | – |
-51,703
|
|