Ken Fisher Fisher Asset Management
AUM
$252B
1-Year 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.
AUM
$231B
AUM Growth
-$20.3B
(-8.1%)
Holding
1,092
Top Buys
| 1 | +$2.11B | |
| 2 | +$1.41B | |
| 3 | +$1.27B | |
| 4 |
Barclays
BCS
|
+$1.12B |
| 5 |
Spotify
SPOT
|
+$1.12B |
Top Sells
| 1 | +$2.39B | |
| 2 | +$2.34B | |
| 3 | +$2.3B | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.1B |
| 5 |
Broadcom
AVGO
|
+$1.92B |
Sector Composition
| 1 | Technology | 24.26% |
| 2 | Financials | 16.92% |
| 3 | Healthcare | 11.65% |
| 4 | Industrials | 8.55% |
| 5 | Energy | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.68T
| $11.8B | 5.12% |
53,288,778
-6,001,266
|
|
||
2
NVIDIA
NVDA
$4.59T
| $9.83B | 4.26% |
90,741,118
-7,598,261
|
|
||
3
Microsoft
MSFT
$3.82T
| $9.46B | 4.09% |
25,197,639
-3,030,863
|
|
||
4
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.9B
| $7.96B | 3.45% |
97,403,605
+4,619,654
|
|
||
5
Amazon
AMZN
$2.35T
| $6.2B | 2.68% |
32,578,903
-12,580,834
|
|
||
|
6
Alphabet (Google) Class A
GOOGL
$2.95T
| $5.72B | 2.48% |
37,016,311
-13,598,727
|
|
||
7
iShares 7-10 Year Treasury Bond ETF
IEF
$38.7B
| $5.24B | 2.27% |
54,964,750
+5,744,750
|
|
||
8
JPMorgan Chase
JPM
$847B
| $4.51B | 1.95% |
18,369,132
+967,696
|
|
||
9
Eli Lilly
LLY
$735B
| $4.49B | 1.94% |
5,438,446
+202,338
|
|
||
10
Meta Platforms (Facebook)
META
$1.8T
| $3.72B | 1.61% |
6,450,848
-224,326
|
|
||
11
Exxon Mobil
XOM
$479B
| $3.62B | 1.57% |
30,415,363
+583,794
|
|
||
12
Home Depot
HD
$378B
| $3.55B | 1.54% |
9,677,578
+125,488
|
|
||
13
Walmart
WMT
$814B
| $3.5B | 1.52% |
39,917,929
-8,875,116
|
|
||
14
SAP
SAP
$314B
| $3.49B | 1.51% |
12,993,705
+7,875,567
|
|
||
15
Goldman Sachs
GS
$238B
| $3.45B | 1.49% |
6,312,142
+156,806
|
|
||
16
Chevron
CVX
$306B
| $3.42B | 1.48% |
20,447,869
+555,021
|
|
||
17
Caterpillar
CAT
$236B
| $3.04B | 1.31% |
9,210,125
+128,350
|
|
||
18
TSMC
TSM
$1.57T
| $2.99B | 1.29% |
18,005,343
-10,346,607
|
|
||
19
Costco
COST
$415B
| $2.96B | 1.28% |
3,131,239
+53,334
|
|
||
20
UnitedHealth
UNH
$325B
| $2.75B | 1.19% |
5,250,580
+1,816,113
|
|
||
21
Morgan Stanley
MS
$248B
| $2.72B | 1.18% |
23,296,036
+462,099
|
|
||
22
ASML
ASML
$382B
| $2.65B | 1.15% |
3,993,320
+831,034
|
|
||
23
RTX Corp
RTX
$213B
| $2.62B | 1.13% |
19,761,922
+714,237
|
|
||
24
Visa
V
$666B
| $2.5B | 1.08% |
7,142,524
-2,616,179
|
|
||
25
Oracle
ORCL
$878B
| $2.46B | 1.07% |
17,601,888
-393,776
|
|