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 | |
|---|---|---|---|---|---|---|
101
iShares Global Energy ETF
IXC
$1.83B
| $492M | 0.2% |
12,533,974
+1,624,618
|
|
||
102
PACCAR
PCAR
$49B
| $490M | 0.19% |
5,150,230
-45,291
|
|
||
103
Coca-Cola
KO
$287B
| $453M | 0.18% |
6,406,669
-52,509
|
|
||
104
Canadian Pacific Kansas City
CP
$69.8B
| $431M | 0.17% |
5,431,316
+4,005,942
|
|
||
105
Industrial Select Sector SPDR Fund
XLI
$23.4B
| $430M | 0.17% |
2,918,202
+154,007
|
|
||
106
Itaú Unibanco
ITUB
$73.9B
| $418M | 0.17% |
61,497,171
+5,828,296
|
|
||
107
American Tower
AMT
$85.8B
| $402M | 0.16% |
1,820,270
+76,614
|
|
||
108
Vanguard FTSE Europe ETF
VGK
$27.3B
| $394M | 0.16% |
5,084,722
+185,995
|
|
||
109
HDFC Bank
HDB
$180B
| $348M | 0.14% |
4,536,824
+1,294,032
|
|
||
110
Parker-Hannifin
PH
$92.2B
| $347M | 0.14% |
497,027
+24,215
|
|
||
111
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
| $336M | 0.13% |
3,062,270
-201,981
|
|
||
112
Lennox International
LII
$18.4B
| $335M | 0.13% |
584,997
+46,735
|
|
||
113
Suncor Energy
SU
$48.5B
| $314M | 0.12% |
8,372,012
+2,777,150
|
|
||
114
Alphabet (Google) Class C
GOOG
$2.96T
| $311M | 0.12% |
1,750,771
-86,289
|
|
||
115
iShares Global Industrials ETF
EXI
$1.03B
| $306M | 0.12% |
1,851,209
-331,079
|
|
||
116
Honda
HMC
$39.1B
| $299M | 0.12% |
10,367,489
+239,663
|
|
||
117
iShares Global Consumer Staples ETF
KXI
$849M
| $295M | 0.12% |
4,505,566
+1,077,977
|
|
||
118
Dover
DOV
$22.1B
| $287M | 0.11% |
1,565,545
-12,862
|
|
||
119
iShares Global Tech ETF
IXN
$6.36B
| $273M | 0.11% |
2,959,499
+9,238
|
|
||
120
Banco Bradesco
BBD
$32.7B
| $272M | 0.11% |
88,098,675
+13,682,255
|
|
||
121
Norfolk Southern
NSC
$65B
| $270M | 0.11% |
1,054,580
+72,097
|
|
||
122
Rockwell Automation
ROK
$38.1B
| $263M | 0.1% |
792,503
+52,714
|
|
||
123
Southern Copper
SCCO
$108B
| $259M | 0.1% |
2,585,484
-74,535
|
|
||
124
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.1B
| $247M | 0.1% |
4,128,831
-1,973,116
|
|
||
125
US Bancorp
USB
$71.8B
| $238M | 0.09% |
5,265,852
-251,435
|
|