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 | |
|---|---|---|---|---|---|---|
176
Old National Bancorp
ONB
$8.98B
| $85.3M | 0.03% |
3,885,962
+3,125
|
|
||
177
XP
XP
$9.13B
| $84.9M | 0.03% |
4,518,971
+4,994
|
|
||
178
Eaton
ETN
$129B
| $84.9M | 0.03% |
226,818
+1,621
|
|
||
179
Onto Innovation
ONTO
$7.75B
| $84.8M | 0.03% |
656,002
+118,642
|
|
||
180
McDonald's
MCD
$227B
| $83.7M | 0.03% |
275,561
-14,740
|
|
||
181
Janus Henderson
JHG
$7B
| $80.4M | 0.03% |
1,807,154
+268,483
|
|
||
182
East-West Bancorp
EWBC
$15.6B
| $79.5M | 0.03% |
746,628
+13,405
|
|
||
183
ATI
ATI
$14.8B
| $77.9M | 0.03% |
957,648
+329,668
|
|
||
184
Pinduoduo
PDD
$157B
| $76.1M | 0.03% |
575,944
+11,800
|
|
||
185
State Street Communication Services Select Sector SPDR ETF
XLC
$26.6B
| $75.1M | 0.03% |
634,310
-2,570
|
|
||
186
Regal Rexnord
RRX
$9.83B
| $74.3M | 0.03% |
517,898
+21,329
|
|
||
187
Nomura Holdings
NMR
$24.6B
| $72.2M | 0.03% |
9,930,506
+100,704
|
|
||
188
Medpace
MEDP
$15.7B
| $70.8M | 0.03% |
137,746
+12,399
|
|
||
189
O'Reilly Automotive
ORLY
$80.3B
| $70.7M | 0.03% |
655,988
-17,846
|
|
||
190
Sally Beauty Holdings
SBH
$1.47B
| $70.7M | 0.03% |
4,343,773
-199,131
|
|
||
191
Carpenter Technology
CRS
$16.1B
| $69.6M | 0.03% |
283,647
-999
|
|
||
192
Tapestry
TPR
$25.3B
| $68.9M | 0.02% |
608,266
+108,278
|
|
||
193
Herc Holdings
HRI
$5.1B
| $68.6M | 0.02% |
588,396
+3,549
|
|
||
194
ZTO Express
ZTO
$16.6B
| $68.5M | 0.02% |
3,567,147
-10,017
|
|
||
195
Mercury Systems
MRCY
$4.48B
| $67.7M | 0.02% |
875,279
+153,946
|
|
||
196
Columbia Banking Systems
COLB
$8.72B
| $67.6M | 0.02% |
2,627,448
+625,434
|
|
||
197
TJX Companies
TJX
$174B
| $67.6M | 0.02% |
467,417
-12,107
|
|
||
198
iShares MSCI Switzerland ETF
EWL
$1.53B
| $67.4M | 0.02% |
1,220,089
-58,130
|
|
||
199
Curtiss-Wright
CW
$20.2B
| $65.4M | 0.02% |
120,535
+8,095
|
|
||
200
Pegasystems
PEGA
$9.91B
| $65.4M | 0.02% |
1,136,734
-56,501
|
|