Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

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
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276B
AUM Growth
+$24.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1 +$2.89B
2 +$383M
3 +$299M
4
MSFT icon
Microsoft
MSFT
+$282M
5
AAPL icon
Apple
AAPL
+$226M

Top Sells

1 +$1.82B
2 +$209M
3 +$168M
4
ADBE icon
Adobe
ADBE
+$118M
5
SAN icon
Banco Santander
SAN
+$104M

Sector Composition

1 Technology 26.4%
2 Financials 18.68%
3 Industrials 9.33%
4 Healthcare 8.68%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MU icon
426
Micron Technology
MU
$262B
$8.22M ﹤0.01%
49,122
+187
KCE icon
427
State Street SPDR S&P Capital Markets ETF
KCE
$535M
$7.93M ﹤0.01%
51,850
+381
ALGN icon
428
Align Technology
ALGN
$11.7B
$7.43M ﹤0.01%
59,373
+6,482
MANH icon
429
Manhattan Associates
MANH
$10.6B
$7.42M ﹤0.01%
36,220
-38,883
GM icon
430
General Motors
GM
$76.3B
$7.4M ﹤0.01%
121,415
-4,391
AKR icon
431
Acadia Realty Trust
AKR
$2.59B
$7.31M ﹤0.01%
363,011
CNS icon
432
Cohen & Steers
CNS
$3.21B
$7.3M ﹤0.01%
111,334
+12,364
USHY icon
433
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$7.3M ﹤0.01%
193,238
-15,753
MO icon
434
Altria Group
MO
$99.6B
$7.28M ﹤0.01%
110,277
+12,888
MTB icon
435
M&T Bank
MTB
$31.4B
$7.16M ﹤0.01%
36,215
+14,135
LNTH icon
436
Lantheus
LNTH
$4.32B
$7.09M ﹤0.01%
138,154
-1
MEG icon
437
Montrose Environmental
MEG
$933M
$7.08M ﹤0.01%
257,872
+39,331
FDIS icon
438
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.98B
$7.06M ﹤0.01%
68,606
-2,038
OEF icon
439
iShares S&P 100 ETF
OEF
$28.7B
$6.98M ﹤0.01%
20,963
-1,618
MMYT icon
440
MakeMyTrip
MMYT
$8.16B
$6.97M ﹤0.01%
74,509
-29,573
CBRE icon
441
CBRE Group
CBRE
$47.8B
$6.86M ﹤0.01%
43,533
+21,328
CVS icon
442
CVS Health
CVS
$99.4B
$6.72M ﹤0.01%
89,099
-5,016
XHR
443
Xenia Hotels & Resorts
XHR
$1.41B
$6.63M ﹤0.01%
483,219
-6,659
DIS icon
444
Walt Disney
DIS
$199B
$6.58M ﹤0.01%
57,507
+11,328
CFG icon
445
Citizens Financial Group
CFG
$25B
$6.45M ﹤0.01%
121,362
+43,284
STAG icon
446
STAG Industrial
STAG
$6.94B
$6.44M ﹤0.01%
182,489
-13
PEB icon
447
Pebblebrook Hotel Trust
PEB
$1.29B
$6.43M ﹤0.01%
564,380
+7,181
DRH icon
448
Diamondrock Hospitality Company Common Stock
DRH
$1.88B
$6.25M ﹤0.01%
785,231
-118,337
SFBS icon
449
ServisFirst Bancshares
SFBS
$4.08B
$6.19M ﹤0.01%
76,887
-1,144
IWF icon
450
iShares Russell 1000 Growth ETF
IWF
$124B
$6.15M ﹤0.01%
13,130
+6,729