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
SSNC icon
426
SS&C Technologies
SSNC
$20.7B
$7.92M ﹤0.01%
95,707
-71,016
ACA icon
427
Arcosa
ACA
$4.6B
$7.88M ﹤0.01%
+90,925
USHY icon
428
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$7.84M ﹤0.01%
208,991
-22,866
SHOO icon
429
Steven Madden
SHOO
$2.59B
$7.82M ﹤0.01%
326,000
-429,924
FIBK icon
430
First Interstate BancSystem
FIBK
$3.32B
$7.65M ﹤0.01%
265,448
-123
OUT icon
431
Outfront Media
OUT
$3.01B
$7.61M ﹤0.01%
466,105
-29,562
BSY icon
432
Bentley Systems
BSY
$15.7B
$7.6M ﹤0.01%
140,833
-19,666
TSLA icon
433
Tesla
TSLA
$1.44T
$7.54M ﹤0.01%
23,730
+3,839
UPS icon
434
United Parcel Service
UPS
$73.9B
$7.5M ﹤0.01%
74,331
-2,670
KCE icon
435
SPDR S&P Capital Markets ETF
KCE
$615M
$7.46M ﹤0.01%
51,469
-14,191
CNS icon
436
Cohen & Steers
CNS
$3.64B
$7.46M ﹤0.01%
98,970
-923
ARWR icon
437
Arrowhead Research
ARWR
$5.25B
$7.14M ﹤0.01%
451,655
-31,598
VRDN icon
438
Viridian Therapeutics
VRDN
$2.06B
$7.13M ﹤0.01%
509,959
-27,065
VCEL icon
439
Vericel Corp
VCEL
$1.83B
$7.05M ﹤0.01%
165,636
-3,144
DRH icon
440
DiamondRock Hospitality
DRH
$1.6B
$6.92M ﹤0.01%
903,568
-808,396
MYGN icon
441
Myriad Genetics
MYGN
$758M
$6.88M ﹤0.01%
1,294,822
+219,607
OEF icon
442
iShares S&P 100 ETF
OEF
$27.5B
$6.87M ﹤0.01%
22,581
-15,370
CLF icon
443
Cleveland-Cliffs
CLF
$6.5B
$6.81M ﹤0.01%
896,496
-1,837,695
RARE icon
444
Ultragenyx Pharmaceutical
RARE
$3.23B
$6.75M ﹤0.01%
185,756
-21,999
AKR icon
445
Acadia Realty Trust
AKR
$2.61B
$6.74M ﹤0.01%
363,011
-347,000
WBD icon
446
Warner Bros
WBD
$52.4B
$6.73M ﹤0.01%
587,141
-203,557
ACAD icon
447
Acadia Pharmaceuticals
ACAD
$3.72B
$6.69M ﹤0.01%
310,311
-44,710
FDIS icon
448
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.91B
$6.65M ﹤0.01%
70,644
+135
IHI icon
449
iShares US Medical Devices ETF
IHI
$4.35B
$6.64M ﹤0.01%
105,924
-41,142
STAG icon
450
STAG Industrial
STAG
$7.21B
$6.62M ﹤0.01%
182,502
-22,315