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 | |
|---|---|---|---|---|---|---|
126
Autodesk
ADSK
$62.3B
| $241M | 0.09% |
758,902
+357,157
|
|
||
127
Vale
VALE
$54.3B
| $236M | 0.09% |
21,742,504
+37,244
|
|
||
128
iShares US Financials ETF
IYF
$4.1B
| $226M | 0.08% |
1,783,857
-50,109
|
|
||
129
Amgen
AMGN
$176B
| $222M | 0.08% |
785,284
+375,463
|
|
||
130
iShares US Pharmaceuticals ETF
IHE
$828M
| $209M | 0.08% |
2,886,342
-90,349
|
|
||
131
iShares MSCI Japan ETF
EWJ
$15.3B
| $208M | 0.08% |
2,590,908
-86,367
|
|
||
132
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
| $206M | 0.07% |
3,432,156
-696,675
|
|
||
133
Qualcomm
QCOM
$189B
| $198M | 0.07% |
1,189,799
-82,962
|
|
||
134
Canadian National Railway
CNI
$59.7B
| $195M | 0.07% |
2,062,815
+239,015
|
|
||
135
Trip.com Group
TCOM
$46.3B
| $189M | 0.07% |
2,511,656
-18,907
|
|
||
136
iShare MSCI Eurozone ETF
EZU
$8.62B
| $185M | 0.07% |
2,979,466
+237,256
|
|
||
137
Petrobras
PBR
$76B
| $181M | 0.07% |
14,295,108
-292,066
|
|
||
138
Mercado Libre
MELI
$98B
| $177M | 0.06% |
75,823
-1,499
|
|
||
139
NetEase
NTES
$85.9B
| $172M | 0.06% |
1,133,052
+50,861
|
|
||
140
T. Rowe Price
TROW
$22.7B
| $169M | 0.06% |
1,649,203
-21,335
|
|
||
141
Nu Holdings
NU
$78.5B
| $167M | 0.06% |
10,438,299
+55,033
|
|
||
142
EOG Resources
EOG
$55.2B
| $152M | 0.06% |
1,354,744
+44,738
|
|
||
143
Infosys
INFY
$71.9B
| $146M | 0.05% |
8,954,374
-34,391
|
|
||
144
iShares MSCI Global Metals & Mining Producers ETF
PICK
$983M
| $143M | 0.05% |
3,217,941
-115,020
|
|
||
145
Stifel
SF
$13B
| $141M | 0.05% |
1,244,101
-25,749
|
|
||
146
Jefferies Financial Group
JEF
$12.6B
| $138M | 0.05% |
2,115,548
+32,708
|
|
||
147
Canadian Imperial Bank of Commerce
CM
$86.3B
| $135M | 0.05% |
1,686,816
+435,799
|
|
||
148
Lumentum
LITE
$22.4B
| $133M | 0.05% |
817,809
-2,421
|
|
||
149
Urban Outfitters
URBN
$7.33B
| $132M | 0.05% |
1,847,922
+50,837
|
|
||
150
Acuity Brands
AYI
$11B
| $124M | 0.04% |
359,281
-6,685
|
|