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 | |
|---|---|---|---|---|---|---|
151
Jefferies Financial Group
JEF
$11.7B
| $114M | 0.05% |
2,082,840
+648,762
|
|
||
152
JD.com
JD
$47.1B
| $112M | 0.04% |
3,433,935
-483,631
|
|
||
153
iShares Core US Aggregate Bond ETF
AGG
$133B
| $111M | 0.04% |
1,123,639
+76,751
|
|
||
154
HEICO Corp
HEI
$44.1B
| $110M | 0.04% |
336,847
-96,743
|
|
||
155
Acuity Brands
AYI
$11.3B
| $109M | 0.04% |
365,966
+92,463
|
|
||
156
Advanced Micro Devices
AMD
$410B
| $109M | 0.04% |
765,185
-585,724
|
|
||
157
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
| $108M | 0.04% |
1,332,668
-39,549
|
|
||
158
Linde
LIN
$209B
| $107M | 0.04% |
227,406
+7,440
|
|
||
159
Lowe's Companies
LOW
$136B
| $97.6M | 0.04% |
439,696
-18,591
|
|
||
160
Flowserve
FLS
$6.98B
| $97.3M | 0.04% |
1,858,621
+819,206
|
|
||
161
Invesco NASDAQ Internet ETF
PNQI
$814M
| $95.6M | 0.04% |
1,830,206
-71,676
|
|
||
162
Terex
TEX
$3.7B
| $95.1M | 0.04% |
2,037,746
-44,602
|
|
||
163
Lincoln Electric
LECO
$13.3B
| $93.8M | 0.04% |
452,659
-45,026
|
|
||
164
XP
XP
$9.26B
| $91.2M | 0.04% |
4,513,977
+344,714
|
|
||
165
Northrop Grumman
NOC
$86.4B
| $90.8M | 0.04% |
181,541
-10,656
|
|
||
166
Canadian Imperial Bank of Commerce
CM
$76.5B
| $88.6M | 0.04% |
+1,251,017
|
|
||
167
iShares Expanded Tech-Software Sector ETF
IGV
$10.4B
| $87M | 0.03% |
794,390
-118,218
|
|
||
168
Evercore
EVR
$12.5B
| $86.3M | 0.03% |
319,773
-35,446
|
|
||
169
McDonald's
MCD
$218B
| $84.8M | 0.03% |
290,301
-1,570
|
|
||
170
AeroVironment
AVAV
$18.9B
| $84.7M | 0.03% |
297,161
+36,824
|
|
||
171
Chart Industries
GTLS
$8.97B
| $84M | 0.03% |
510,288
-42,380
|
|
||
172
Old National Bancorp
ONB
$8.23B
| $82.9M | 0.03% |
3,882,837
-264,909
|
|
||
173
Lazard
LAZ
$4.64B
| $81.7M | 0.03% |
1,701,913
-122,759
|
|
||
174
MYR Group
MYRG
$3.41B
| $81M | 0.03% |
446,199
+50,148
|
|
||
175
Eaton
ETN
$146B
| $80.4M | 0.03% |
225,197
+8,114
|
|