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 |
---|---|---|---|
VGKVanguard Ftse Europe Etf
| 0.09% | $214.799M 3.021M shares@ $71.11 avg price | Decreased -3.91% |
IYFIshares Us Financials Etf
| 0.09% | $206.492M 1.987M shares@ $103.91 avg price | Decreased -3.28% |
PICKIshares Global Metals And Mining
| 0.08% | $172.666M 3.996M shares@ $43.22 avg price | Decreased -1.27% |
TFISpdr Ser Tr Nuvn Bloomberg Mu
| 0.07% | $166.195M 3.549M shares@ $46.84 avg price | Decreased -11.45% |
SMHVaneck Semiconductor Etf
| 0.07% | $165.785M 675,432 shares@ $245.46 avg price | Decreased -22.73% |
MTHMeritage Homes Corp
| 0.07% | $149.04M 726,777 shares@ $205.08 avg price | Decreased -0.66% |
EZUIshares Msci Eurozone Etf
| 0.07% | $148.663M 2.846M shares@ $52.24 avg price | Decreased -3.48% |
ONTOOnto Innovation Inc
| 0.07% | $147.646M 711,341 shares@ $207.56 avg price | Decreased -7.42% |
HLNHaleon Plc Adr
| 0.06% | $144.758M 13.682M shares@ $10.59 avg price | Decreased -2.04% |
LOWLowes Cos Inc
| 0.06% | $136.784M 505,016 shares@ $270.86 avg price | Decreased -6.68% |