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 | |
|---|---|---|---|---|---|---|
176
Carpenter Technology
CRS
$15.7B
| $78.7M | 0.03% |
284,646
-38,281
|
|
||
177
Lumentum
LITE
$12.7B
| $78M | 0.03% |
820,230
+149,962
|
|
||
178
Invesco
IVZ
$10.3B
| $77.9M | 0.03% |
4,938,846
+195,787
|
|
||
179
Herc Holdings
HRI
$4.38B
| $77M | 0.03% |
584,847
-12,273
|
|
||
180
Raymond James Financial
RJF
$32.2B
| $74.9M | 0.03% |
488,201
-11,732
|
|
||
181
East-West Bancorp
EWBC
$14.1B
| $74M | 0.03% |
733,223
-31,214
|
|
||
182
Ralph Lauren
RL
$20.3B
| $73.4M | 0.03% |
267,742
+144,155
|
|
||
183
SouthState Bank Corp
SSB
$9.15B
| $73.1M | 0.03% |
794,483
-69,882
|
|
||
184
Shake Shack
SHAK
$3.7B
| $72.4M | 0.03% |
514,770
+120,030
|
|
||
185
Regal Rexnord
RRX
$9.78B
| $72M | 0.03% |
496,569
+44,780
|
|
||
186
iShares MSCI Switzerland ETF
EWL
$1.36B
| $70.1M | 0.03% |
1,278,219
+1,265,270
|
|
||
187
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
| $69.1M | 0.03% |
636,880
-42,125
|
|
||
188
Otis Worldwide
OTIS
$36.1B
| $68M | 0.03% |
686,698
-31,408
|
|
||
189
Artisan Partners
APAM
$3.07B
| $65.6M | 0.03% |
1,479,497
+23,076
|
|
||
190
Nomura Holdings
NMR
$20.3B
| $64.7M | 0.03% |
9,829,802
+33,207
|
|
||
191
Pegasystems
PEGA
$11.2B
| $64.6M | 0.03% |
1,193,235
-50,331
|
|
||
192
ZTO Express
ZTO
$15.3B
| $63.5M | 0.03% |
3,577,164
-535,732
|
|
||
193
Marvell Technology
MRVL
$72.5B
| $62.3M | 0.02% |
805,299
-69,821
|
|
||
194
O'Reilly Automotive
ORLY
$82.4B
| $60.7M | 0.02% |
673,834
+670,069
|
|
||
195
Janus Henderson
JHG
$6.49B
| $59.8M | 0.02% |
1,538,671
-68,401
|
|
||
196
TJX Companies
TJX
$158B
| $59.2M | 0.02% |
479,524
+468,340
|
|
||
197
Wintrust Financial
WTFC
$8.64B
| $59.2M | 0.02% |
477,582
+16,150
|
|
||
198
Pinduoduo
PDD
$190B
| $59M | 0.02% |
564,144
-72,670
|
|
||
199
Kennametal
KMT
$1.73B
| $58.9M | 0.02% |
2,564,944
+234,550
|
|
||
200
Fulton Financial
FULT
$3.26B
| $57M | 0.02% |
3,159,801
-137,911
|
|