Ken Fisher Stock Portfolio: Top 10 Stock Picks

3. Microsoft Corporation (NASDAQ:MSFT)

Stake Value as of Q4 2024: $11,898,314,040

Microsoft Corporation (NASDAQ:MSFT) is an American technology company, best known for its operating systems and software products. It is among the top picks from the Ken Fisher stock portfolio.

The Intelligent Cloud segment has become a major driver of growth for Microsoft Corporation (NASDAQ:MSFT). The segment’s revenue increased 19% year-over-year during the second quarter of fiscal 2025 and contributed 37% of the company’s overall revenue of $69.6 billion, led by a strong show from Azure and other cloud services.

Microsoft Corporation (NASDAQ:MSFT)’s Productivity and Business Processes segment also delivered an impressive 14% growth in revenue to reach $29.4 billion. M365 Commercial cloud revenue was up 16%, while M365 Consumer cloud revenue grew 8%. LinkedIn revenue also increased 9% during the quarter.

Microsoft Corporation (NASDAQ:MSFT) returned $9.7 billion to shareholders through dividends and share repurchases in Q2, reflecting its commitment to shareholder returns. Wall Street analysts are bullish on the stock, with a consensus Strong Buy rating and an average share price upside potential of 33.8%.

According to Insider Monkey’s database for Q4 2024, 317 hedge funds held a stake in Microsoft Corporation (NASDAQ:MSFT), improving from 279 at the end of the third quarter.