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
FNB icon
376
FNB Corp
FNB
$5.58B
$12.9M 0.01%
886,493
+112,195
SCI icon
377
Service Corp International
SCI
$11.5B
$12.8M 0.01%
157,030
+25,274
WSFS icon
378
WSFS Financial
WSFS
$2.94B
$12.6M 0.01%
229,921
+132
CBSH icon
379
Commerce Bancshares
CBSH
$7.08B
$12.6M 0.01%
203,296
+24,318
SHO icon
380
Sunstone Hotel Investors
SHO
$1.72B
$12.6M 0.01%
1,451,274
-45,502
XLV icon
381
Health Care Select Sector SPDR Fund
XLV
$36B
$12.4M ﹤0.01%
92,267
+44,783
ABCB icon
382
Ameris Bancorp
ABCB
$5.08B
$12.4M ﹤0.01%
191,121
-168
PCH icon
383
PotlatchDeltic
PCH
$3.29B
$12.3M ﹤0.01%
319,769
-1,360
TLT icon
384
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$12.2M ﹤0.01%
138,125
-21,051
RMD icon
385
ResMed
RMD
$37.9B
$12.1M ﹤0.01%
46,773
+315
LGND icon
386
Ligand Pharmaceuticals
LGND
$3.65B
$12.1M ﹤0.01%
106,066
-1,440
CVCO icon
387
Cavco Industries
CVCO
$4.68B
$12M ﹤0.01%
27,682
-44,797
SNV icon
388
Synovus
SNV
$6.4B
$12M ﹤0.01%
231,674
+66,576
OII icon
389
Oceaneering
OII
$2.35B
$11.9M ﹤0.01%
573,330
+42,712
CURB
390
Curbline Properties
CURB
$2.58B
$11.8M ﹤0.01%
517,466
-47,759
KALU icon
391
Kaiser Aluminum
KALU
$1.55B
$11.8M ﹤0.01%
147,475
+54
VRTX icon
392
Vertex Pharmaceuticals
VRTX
$108B
$11.5M ﹤0.01%
25,755
-4,914
VRTS icon
393
Virtus Investment Partners
VRTS
$1.12B
$11.4M ﹤0.01%
62,790
-4,181
PPBI
394
DELISTED
Pacific Premier Bancorp
PPBI
$11.3M ﹤0.01%
537,005
+5
AUB icon
395
Atlantic Union Bankshares
AUB
$4.83B
$11.3M ﹤0.01%
361,633
+1,353
LNTH icon
396
Lantheus
LNTH
$3.81B
$11.3M ﹤0.01%
138,155
-4,393
SO icon
397
Southern Company
SO
$105B
$11.2M ﹤0.01%
122,408
+6,129
BAP icon
398
Credicorp
BAP
$20.4B
$11.1M ﹤0.01%
49,621
-5,082
FTI icon
399
TechnipFMC
FTI
$16B
$11.1M ﹤0.01%
320,970
-88,353
NBIX icon
400
Neurocrine Biosciences
NBIX
$14.3B
$11M ﹤0.01%
87,540
-7,717