Ken Fisher

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.

This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1 +$696M
2 +$424M
3 +$402M
4
SAP icon
SAP
SAP
+$354M
5
SPOT icon
Spotify
SPOT
+$353M

Top Sells

1 +$1.91B
2 +$1.3B
3 +$1.04B
4
LLY icon
Eli Lilly
LLY
+$886M
5
JPM icon
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
EQNR icon
226
Equinor
EQNR
$60.9B
$44.9M 0.02%
1,787,778
+948,609
OC icon
227
Owens Corning
OC
$10.7B
$44.5M 0.02%
323,682
+47,808
SAM icon
228
Boston Beer
SAM
$2.47B
$44.3M 0.02%
232,082
+3
EAT icon
229
Brinker International
EAT
$5.66B
$44M 0.02%
243,853
-44,114
TPR icon
230
Tapestry
TPR
$23.7B
$43.9M 0.02%
499,988
+490,237
LRCX icon
231
Lam Research
LRCX
$191B
$43.8M 0.02%
449,510
-469,613
LTH icon
232
Life Time Group Holdings
LTH
$5.7B
$43.5M 0.02%
+1,433,345
WBS icon
233
Webster Financial
WBS
$9.31B
$43.4M 0.02%
795,313
+9,730
ATGE icon
234
Adtalem Global Education
ATGE
$5.56B
$42.7M 0.02%
+335,605
URI icon
235
United Rentals
URI
$58.1B
$42.3M 0.02%
56,209
-405
POWL icon
236
Powell Industries
POWL
$4.4B
$42.2M 0.02%
200,639
+392
UBSI icon
237
United Bankshares
UBSI
$5.14B
$42.2M 0.02%
1,158,778
-72,881
VGT icon
238
Vanguard Information Technology ETF
VGT
$112B
$42.1M 0.02%
63,497
-4,781
SBH icon
239
Sally Beauty Holdings
SBH
$1.5B
$42.1M 0.02%
4,542,904
-240,345
PIPR icon
240
Piper Sandler
PIPR
$6.18B
$41.9M 0.02%
150,646
-3,563
SPSB icon
241
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$40.4M 0.02%
1,336,587
-117,407
VGLT icon
242
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$39.8M 0.02%
708,457
-201,418
MEDP icon
243
Medpace
MEDP
$17B
$39.3M 0.02%
125,347
-53,245
SLB icon
244
SLB Limited
SLB
$53.5B
$39M 0.02%
1,154,986
+10,981
GBCI icon
245
Glacier Bancorp
GBCI
$5.7B
$39M 0.02%
904,179
-58,276
MRCY icon
246
Mercury Systems
MRCY
$4.77B
$38.9M 0.02%
721,333
+395
BIIB icon
247
Biogen
BIIB
$22B
$36.3M 0.01%
289,137
-9,893
AEIS icon
248
Advanced Energy
AEIS
$7.64B
$36.3M 0.01%
273,993
+122,094
WSC icon
249
WillScot Mobile Mini Holdings
WSC
$4.09B
$36.1M 0.01%
1,316,902
-161,727
ARMK icon
250
Aramark
ARMK
$10.5B
$35.4M 0.01%
+846,269