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 | |
|---|---|---|---|---|---|---|
1076
Jacobs Solutions
J
$16.7B
| – | – |
-1,562
|
|
||
1077
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| – | – |
-11,286
|
|
||
1078
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
| – | – |
-4,735
|
|
||
1079
Keurig Dr Pepper
KDP
$39B
| – | – |
-8,619
|
|
||
1080
Southwest Airlines
LUV
$19.6B
| – | – |
-10,897
|
|
||
1081
Middlefield Banc Corp
MBCN
$287M
| – | – |
-35,072
|
|
||
1082
Freedom Day Dividend ETF
MBOX
$124M
| – | – |
-35,000
|
|
||
1083
M/I Homes
MHO
$3.49B
| – | – |
-12,975
|
|
||
1084
Morningstar
MORN
$8.97B
| – | – |
-16,141
|
|
||
1085
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.49B
| – | – |
-13,575
|
|
||
1086
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
| – | – |
-23,495
|
|
||
1087
WEX
WEX
$5.27B
| – | – |
-96,642
|
|
||
1088
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$143M
| – | – |
-12,439
|
|
||
1089
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
| – | – |
-5,733
|
|
||
1090
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
| – | – |
-8,003
|
|
||
|
ERNZ
1091
Elevation Series Trust TrueShares Active Yield ETF
ERNZ
$113M
| – | – |
-19,743
|
|