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Ken Fisher Fisher Asset Management
AUM
$295B
1-Year Est. Return
32.61%
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 Fund
S&P 500
1 Year Est. Return
+32.61%
AUM
$295B
AUM Growth
+$1.9B
(+0.65%)
Holding
1,133
Top Buys
| 1 | +$1.88B | |
| 2 | +$1.41B | |
| 3 | +$1.17B | |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| 1 | +$1.74B | |
| 2 | +$1.21B | |
| 3 | +$1.06B | |
| 4 |
Stryker
SYK
|
+$955M |
| 5 |
Boston Scientific
BSX
|
+$695M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Energy | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Range Resources
RRC
$8.83B
| $33M | 0.01% |
729,582
-20,146
|
|
||
277
SPX Corp
SPXC
$11.9B
| $32.8M | 0.01% |
164,156
-1,530
|
|
||
278
Hancock Whitney
HWC
$5.78B
| $32.3M | 0.01% |
508,177
+187,959
|
|
||
279
Celldex Therapeutics
CLDX
$2.54B
| $32.2M | 0.01% |
1,013,648
+76,490
|
|
||
280
CG Oncology
CGON
$5.25B
| $31.5M | 0.01% |
+465,033
|
|
||
281
First Horizon
FHN
$11.7B
| $30.7M | 0.01% |
1,346,685
-11,304
|
|
||
282
SM Energy
SM
$6.83B
| $30.6M | 0.01% |
981,392
+37,325
|
|
||
283
Adobe
ADBE
$82.4B
| $30.4M | 0.01% |
124,904
-3,836,949
|
|
||
284
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
| $30.2M | 0.01% |
1,005,946
-34,204
|
|
||
|
UCB
285
United Community Banks
UCB
$4.01B
| $29.9M | 0.01% |
948,847
-41,318
|
|
||
286
IDEAYA Biosciences
IDYA
$2.86B
| $29.4M | 0.01% |
882,699
-6,934
|
|
||
287
FNB Corp
FNB
$6.51B
| $28.9M | 0.01% |
1,727,757
+477,619
|
|
||
288
Brinker International
EAT
$6.7B
| $28.8M | 0.01% |
201,681
-19,497
|
|
||
289
Halozyme
HALO
$8.45B
| $28.7M | 0.01% |
444,689
-23,163
|
|
||
|
290
Boston Scientific
BSX
$69.5B
| $28.3M | 0.01% |
450,603
-8,687,613
|
|
||
291
Bankunited
BKU
$3.49B
| $28.2M | 0.01% |
623,625
+303
|
|
||
292
Oceaneering
OII
$3.72B
| $28.1M | 0.01% |
792,269
-829
|
|
||
293
Crinetics Pharmaceuticals
CRNX
$3.69B
| $27.7M | 0.01% |
762,702
+4,043
|
|
||
294
Nucor
NUE
$59.1B
| $27.6M | 0.01% |
163,423
-17,852
|
|
||
295
UMB Financial
UMBF
$10.2B
| $27.3M | 0.01% |
242,438
-24,313
|
|
||
296
Ovintiv
OVV
$15.3B
| $27M | 0.01% |
455,666
+13,370
|
|
||
297
Vanguard Total World Stock ETF
VT
$76B
| $27M | 0.01% |
195,069
+16,807
|
|
||
298
Cheesecake Factory
CAKE
$3.66B
| $26.9M | 0.01% |
491,530
-11,654
|
|
||
299
Moog Inc Class A
MOG.A
$12.6B
| $26.9M | 0.01% |
91,846
-4,375
|
|
||
300
TechnipFMC
FTI
$27.3B
| $26.3M | 0.01% |
381,164
-27,273
|
|