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Ken Fisher

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
This Quarter Est. Return
1 Year Est. Return
+32.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295B
AUM Growth
+$1.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.41B
3 +$1.17B
4
CSCO icon
Cisco
CSCO
+$1.1B
5
NVS icon
Novartis
NVS
+$984M

Top Sells

1 +$1.74B
2 +$1.21B
3 +$1.06B
4
SYK icon
Stryker
SYK
+$955M
5
BSX icon
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
EFSC icon
426
Enterprise Financial Services Corp
EFSC
$2.3B
$7.21M ﹤0.01%
133,230
+64
KRYS icon
427
Krystal Biotech
KRYS
$9.53B
$7.18M ﹤0.01%
27,784
+23,998
CMPX icon
428
Compass Therapeutics
CMPX
$355M
$7.13M ﹤0.01%
+1,348,259
FANG icon
429
Diamondback Energy
FANG
$52.9B
$7.1M ﹤0.01%
35,891
-500
EXEL icon
430
Exelixis
EXEL
$13.3B
$7.07M ﹤0.01%
164,949
+11,225
PEB icon
431
Pebblebrook Hotel Trust
PEB
$2.2B
$7.02M ﹤0.01%
556,203
+40,829
SUSB icon
432
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.27B
$6.96M ﹤0.01%
277,662
+18,224
AKR icon
433
Acadia Realty Trust
AKR
$2.9B
$6.92M ﹤0.01%
361,828
-1,191
STAG icon
434
STAG Industrial
STAG
$7.37B
$6.89M ﹤0.01%
190,932
+7,692
FR icon
435
First Industrial Realty Trust
FR
$8.4B
$6.86M ﹤0.01%
118,594
+9,798
VTI icon
436
Vanguard Total Stock Market ETF
VTI
$657B
$6.83M ﹤0.01%
21,302
+4,482
KCE icon
437
State Street SPDR S&P Capital Markets ETF
KCE
$449M
$6.79M ﹤0.01%
49,343
-1,441
UPS icon
438
United Parcel Service
UPS
$93.5B
$6.69M ﹤0.01%
67,961
+10,999
IWF icon
439
iShares Russell 1000 Growth ETF
IWF
$127B
$6.64M ﹤0.01%
62,332
+14,096
HXL icon
440
Hexcel
HXL
$7.44B
$6.55M ﹤0.01%
80,983
+5,457
COGT icon
441
Cogent Biosciences
COGT
$5.67B
$6.44M ﹤0.01%
167,412
+119,498
SFBS
442
ServisFirst Bancshares
SFBS
$4.43B
$6.42M ﹤0.01%
88,202
+12,641
CVS icon
443
CVS Health
CVS
$129B
$6.35M ﹤0.01%
88,392
-3,998
CBRE icon
444
CBRE Group
CBRE
$39.3B
$6.33M ﹤0.01%
46,735
-16
FDIS icon
445
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.7B
$6.24M ﹤0.01%
66,957
-463
CNS icon
446
Cohen & Steers
CNS
$3.96B
$6.03M ﹤0.01%
96,398
-12,953
EWA icon
447
iShares MSCI Australia ETF
EWA
$1.47B
$6.02M ﹤0.01%
216,991
-390,006
IBM icon
448
IBM
IBM
$255B
$5.98M ﹤0.01%
24,688
+4,341
NRIX icon
449
Nurix Therapeutics
NRIX
$1.77B
$5.96M ﹤0.01%
+384,831
VCEL icon
450
Vericel Corp
VCEL
$1.96B
$5.96M ﹤0.01%
185,337
-2,279