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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
XHR
451
Xenia Hotels & Resorts
XHR
$1.82B
$5.93M ﹤0.01%
399,665
-35,328
USHY icon
452
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.7B
$5.88M ﹤0.01%
159,691
-11,786
DYN icon
453
Dyne Therapeutics
DYN
$3.26B
$5.86M ﹤0.01%
323,051
+72,986
BNL icon
454
Broadstone Net Lease
BNL
$3.97B
$5.69M ﹤0.01%
311,711
+44,184
OEF icon
455
iShares S&P 100 ETF
OEF
$20.1B
$5.64M ﹤0.01%
17,727
-1,493
CLF icon
456
Cleveland-Cliffs
CLF
$7.36B
$5.58M ﹤0.01%
659,968
-11,804
ESGD icon
457
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$5.54M ﹤0.01%
57,941
-1,344
KURA icon
458
Kura Oncology
KURA
$842M
$5.49M ﹤0.01%
675,305
+203,312
XLF icon
459
State Street Financial Select Sector SPDR ETF
XLF
$51.7B
$5.47M ﹤0.01%
110,747
+23
LMT icon
460
Lockheed Martin
LMT
$123B
$5.46M ﹤0.01%
9,036
+700
IEFA icon
461
iShares Core MSCI EAFE ETF
IEFA
$186B
$5.43M ﹤0.01%
59,983
+43,995
MYGN icon
462
Myriad Genetics
MYGN
$406M
$5.36M ﹤0.01%
1,190,896
-16,123
GLUE icon
463
Monte Rosa Therapeutics
GLUE
$1.58B
$5.18M ﹤0.01%
+314,862
IJH icon
464
iShares Core S&P Mid-Cap ETF
IJH
$122B
$5.13M ﹤0.01%
75,965
+31,334
DAR icon
465
Darling Ingredients
DAR
$8.6B
$5.08M ﹤0.01%
82,144
RDY icon
466
Dr. Reddy's Laboratories
RDY
$11B
$5.05M ﹤0.01%
364,745
-141,298
T icon
467
AT&T
T
$157B
$4.93M ﹤0.01%
169,895
-70,712
EC icon
468
Ecopetrol
EC
$32.6B
$4.85M ﹤0.01%
323,521
-121,739
CL icon
469
Colgate-Palmolive
CL
$72.8B
$4.85M ﹤0.01%
56,899
+17,697
INVX
470
Innovex International
INVX
$1.83B
$4.76M ﹤0.01%
195,314
-6,354
WST icon
471
West Pharmaceutical
WST
$23.1B
$4.67M ﹤0.01%
18,638
+62
IGOV icon
472
iShares International Treasury Bond ETF
IGOV
$1.4B
$4.63M ﹤0.01%
112,825
MPC icon
473
Marathon Petroleum
MPC
$71.5B
$4.49M ﹤0.01%
18,369
-838
OLMA icon
474
Olema Pharmaceuticals
OLMA
$844M
$4.47M ﹤0.01%
+299,756
SUB icon
475
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$4.47M ﹤0.01%
41,935
-2,622