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
WYNN icon
451
Wynn Resorts
WYNN
$13.1B
$6.15M ﹤0.01%
47,932
-5,731
SUSB icon
452
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
$6.11M ﹤0.01%
241,536
+14,591
PSTG icon
453
Pure Storage
PSTG
$23B
$6.02M ﹤0.01%
+71,781
ESGD icon
454
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$5.99M ﹤0.01%
64,464
+3,334
DVAX icon
455
Dynavax Technologies
DVAX
$1.27B
$5.99M ﹤0.01%
603,367
-3,922
XLF icon
456
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$5.96M ﹤0.01%
110,635
+39,104
VIAV icon
457
Viavi Solutions
VIAV
$3.86B
$5.96M ﹤0.01%
469,354
+58,364
IGOV icon
458
iShares International Treasury Bond ETF
IGOV
$1.01B
$5.92M ﹤0.01%
139,035
+49,429
IHI icon
459
iShares US Medical Devices ETF
IHI
$4.16B
$5.92M ﹤0.01%
98,460
-7,464
HXL icon
460
Hexcel
HXL
$5.76B
$5.83M ﹤0.01%
93,005
-1,849
WS icon
461
Worthington Steel
WS
$1.8B
$5.82M ﹤0.01%
191,673
+58,864
XLE icon
462
State Street Energy Select Sector SPDR ETF
XLE
$26.5B
$5.82M ﹤0.01%
65,132
+2,151
WST icon
463
West Pharmaceutical
WST
$19.2B
$5.76M ﹤0.01%
21,949
-2,389
FRT icon
464
Federal Realty Investment Trust
FRT
$8.64B
$5.63M ﹤0.01%
55,602
-141
WMS icon
465
Advanced Drainage Systems
WMS
$11.5B
$5.63M ﹤0.01%
40,607
-44
FR icon
466
First Industrial Realty Trust
FR
$7.68B
$5.6M ﹤0.01%
108,780
+115
UPS icon
467
United Parcel Service
UPS
$84.9B
$5.59M ﹤0.01%
66,927
-7,404
COO icon
468
Cooper Companies
COO
$15.9B
$5.57M ﹤0.01%
81,271
+3,281
KMB icon
469
Kimberly-Clark
KMB
$34B
$5.53M ﹤0.01%
44,472
+803
EXR icon
470
Extra Space Storage
EXR
$27.7B
$5.52M ﹤0.01%
39,135
+20
FSLR icon
471
First Solar
FSLR
$27.7B
$5.5M ﹤0.01%
24,939
-185
GE icon
472
GE Aerospace
GE
$315B
$5.45M ﹤0.01%
18,101
+707
IBM icon
473
IBM
IBM
$283B
$5.43M ﹤0.01%
19,258
+957
E icon
474
ENI
E
$54.2B
$5.37M ﹤0.01%
153,687
+10,065
VCEL icon
475
Vericel Corp
VCEL
$1.8B
$5.34M ﹤0.01%
169,614
+3,978