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Ken Fisher Fisher Asset Management
AUM
$295B
1-Year Est. Return
32.61%
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.
This Fund
S&P 500
1 Year Est. Return
+32.61%
AUM
$295B
AUM Growth
+$1.9B
(+0.65%)
Holding
1,133
Top Buys
| 1 | +$1.88B | |
| 2 | +$1.41B | |
| 3 | +$1.17B | |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| 1 | +$1.74B | |
| 2 | +$1.21B | |
| 3 | +$1.06B | |
| 4 |
Stryker
SYK
|
+$955M |
| 5 |
Boston Scientific
BSX
|
+$695M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Energy | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Core US Aggregate Bond ETF
AGG
$137B
| $127M | 0.04% |
1,275,623
+6,181
|
|
||
152
Advanced Micro Devices
AMD
$834B
| $125M | 0.04% |
615,113
-9,314
|
|
||
|
SF
153
Stifel
SF
$11.1B
| $125M | 0.04% |
1,687,811
-109,242
|
|
||
154
Ralph Lauren
RL
$24B
| $115M | 0.04% |
335,216
+6,651
|
|
||
155
Autodesk
ADSK
$41.9B
| $115M | 0.04% |
479,586
-281,423
|
|
||
156
Northrop Grumman
NOC
$78.2B
| $113M | 0.04% |
166,123
-4,231
|
|
||
157
Terex
TEX
$7.29B
| $112M | 0.04% |
1,895,294
-73,688
|
|
||
158
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.1B
| $111M | 0.04% |
2,453,632
-57,933
|
|
||
159
Advanced Energy
AEIS
$14.2B
| $111M | 0.04% |
344,155
-50,031
|
|
||
160
Sanmina
SANM
$13.7B
| $108M | 0.04% |
833,845
+183,672
|
|
||
161
Urban Outfitters
URBN
$6.59B
| $107M | 0.04% |
1,681,915
-146,900
|
|
||
162
Lincoln Electric
LECO
$14.1B
| $105M | 0.04% |
419,932
-22,242
|
|
||
163
ASE Group
ASX
$83.6B
| $104M | 0.04% |
4,805,083
+163,118
|
|
||
164
Nomura Holdings
NMR
$25.5B
| $103M | 0.04% |
13,091,620
-59,894
|
|
||
165
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.38B
| $101M | 0.03% |
614,447
-21,040
|
|
||
166
Lowe's Companies
LOW
$124B
| $98.5M | 0.03% |
416,961
+142
|
|
||
167
Carpenter Technology
CRS
$27.9B
| $97.7M | 0.03% |
247,827
-37,680
|
|
||
168
Acuity Brands
AYI
$9.01B
| $93.5M | 0.03% |
333,488
-4,616
|
|
||
169
Lazard
LAZ
$4.3B
| $92.2M | 0.03% |
2,170,845
+410,208
|
|
||
170
Regal Rexnord
RRX
$14.1B
| $91.8M | 0.03% |
490,166
-24,213
|
|
||
171
HEICO Corp
HEI
$46.3B
| $91.7M | 0.03% |
334,502
+8,116
|
|
||
172
ZTO Express
ZTO
$17.4B
| $91.3M | 0.03% |
3,625,352
+72,146
|
|
||
173
Amkor Technology
AMKR
$20.5B
| $90.6M | 0.03% |
2,010,982
-84,045
|
|
||
174
Tapestry
TPR
$29.8B
| $87.2M | 0.03% |
617,966
-9,075
|
|
||
175
McDonald's
MCD
$202B
| $85.9M | 0.03% |
276,236
+3,093
|
|