Ken Fisher Fisher Asset Management
AUM
$252B
1-Year Est. 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.
1 Year Est. Return
+19.67%
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 | |
|---|---|---|---|---|---|---|
126
iShares US Financials ETF
IYF
$4B
| $222M | 0.09% |
1,833,966
+4,280
|
|
||
127
Invesco KBW Bank ETF
KBWB
$5.13B
| $214M | 0.09% |
2,991,470
+379,830
|
|
||
128
Vale
VALE
$48.7B
| $211M | 0.08% |
21,705,260
+5,234,201
|
|
||
129
Qualcomm
QCOM
$182B
| $203M | 0.08% |
1,272,761
-180,168
|
|
||
130
Mercado Libre
MELI
$110B
| $202M | 0.08% |
77,322
-5,082
|
|
||
131
iShares MSCI Japan ETF
EWJ
$16B
| $201M | 0.08% |
2,677,275
+1,010,345
|
|
||
132
iShares US Pharmaceuticals ETF
IHE
$607M
| $195M | 0.08% |
2,976,691
-166,258
|
|
||
133
Canadian National Railway
CNI
$59.5B
| $190M | 0.08% |
+1,823,800
|
|
||
134
Petrobras
PBR
$75.7B
| $182M | 0.07% |
14,587,174
-382,181
|
|
||
135
Infosys
INFY
$72.5B
| $167M | 0.07% |
8,988,765
-2,699,071
|
|
||
136
iShare MSCI Eurozone ETF
EZU
$8.04B
| $163M | 0.06% |
2,742,210
-33,806
|
|
||
137
T. Rowe Price
TROW
$22.8B
| $161M | 0.06% |
1,670,538
-294,050
|
|
||
138
EOG Resources
EOG
$58.1B
| $157M | 0.06% |
1,310,006
+38,200
|
|
||
139
Trip.com Group
TCOM
$47.6B
| $148M | 0.06% |
2,530,563
-235,598
|
|
||
140
NetEase
NTES
$92.9B
| $146M | 0.06% |
1,082,191
-92,931
|
|
||
141
Nu Holdings
NU
$76.5B
| $142M | 0.06% |
10,383,266
+3,076,400
|
|
||
142
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
| $139M | 0.06% |
3,106,329
-130,373
|
|
||
143
Booking.com
BKNG
$167B
| $137M | 0.05% |
23,647
+6,579
|
|
||
144
Stifel
SF
$12B
| $132M | 0.05% |
1,269,850
-120,690
|
|
||
145
Urban Outfitters
URBN
$6.08B
| $130M | 0.05% |
1,797,085
-158,026
|
|
||
146
iShares MSCI Global Metals & Mining Producers ETF
PICK
$906M
| $125M | 0.05% |
3,332,961
-166,292
|
|
||
147
Autodesk
ADSK
$66.6B
| $124M | 0.05% |
401,745
-92,643
|
|
||
148
IDEX
IEX
$12.6B
| $124M | 0.05% |
707,223
+47,899
|
|
||
149
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
| $116M | 0.05% |
684,053
-26,147
|
|
||
150
Amgen
AMGN
$157B
| $114M | 0.05% |
409,821
-28,003
|
|