Tom Fishel
@Fisher Asset Management, Llc
Latest period2024 - Q3ReportedManaged Assets$244.024BTotal holdings919
Assets growth rate6.17%Assets growth rate (2-Q avg)6.76%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Fisher Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 919 positions.
Assets under management
The assets under management (AUM) of Fisher Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 244.024B in assets, with a quarterly growth rate of 6.17% and a 2-quarter average growth rate of 6.76%. The portfolio is managed by Tom Fishel, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ORCLOracle Corp
| 1.25% | $3.05B 17.898M shares@ $170.41 avg price | Increased 1.77% |
GSGoldman Sachs Group Inc
| 1.23% | $2.992B 6.043M shares@ $495.12 avg price | Increased 2.74% |
FCXFreeport Mcmoran Inc
| 1.22% | $2.966B 59.409M shares@ $49.93 avg price | Increased 2.41% |
CVXChevron Corp New
| 1.18% | $2.869B 19.482M shares@ $147.28 avg price | Increased 3.58% |
COSTCostco Whsl Corp New
| 1.11% | $2.69B 3.034M shares@ $886.53 avg price | Increased 2.66% |
ASMLAsml Holding N V Nys
| 1.09% | $2.655B 3.186M shares@ $833.26 avg price | Increased 1.02% |
VVisa Inc
| 1.08% | $2.635B 9.585M shares@ $274.96 avg price | Increased 2.1% |
ADBEAdobe Inc
| 1.04% | $2.516B 4.86M shares@ $517.79 avg price | Increased 1.96% |
INTUIntuit
| 0.98% | $2.377B 3.828M shares@ $621.01 avg price | Increased 2.89% |
AXPAmerican Express Co
| 0.97% | $2.35B 8.665M shares@ $271.21 avg price | Decreased -2.59% |