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
CVS icon
451
CVS Health
CVS
$104B
$6.49M ﹤0.01%
94,115
+955
VTI icon
452
Vanguard Total Stock Market ETF
VTI
$553B
$6.35M ﹤0.01%
20,904
+6,187
GM icon
453
General Motors
GM
$65B
$6.19M ﹤0.01%
125,806
-39,205
XHR
454
Xenia Hotels & Resorts
XHR
$1.25B
$6.16M ﹤0.01%
489,878
-8,432
SFBS icon
455
ServisFirst Bancshares
SFBS
$3.87B
$6.05M ﹤0.01%
78,031
-1,051
MU icon
456
Micron Technology
MU
$246B
$6.03M ﹤0.01%
48,935
-844
DVAX icon
457
Dynavax Technologies
DVAX
$1.22B
$6.02M ﹤0.01%
607,289
-14,759
ANSS
458
DELISTED
Ansys
ANSS
$6M ﹤0.01%
17,075
-644
CHD icon
459
Church & Dwight Co
CHD
$20.9B
$5.99M ﹤0.01%
62,373
-85
EXR icon
460
Extra Space Storage
EXR
$31.9B
$5.77M ﹤0.01%
39,115
-5,637
DIS icon
461
Walt Disney
DIS
$201B
$5.73M ﹤0.01%
46,179
+1,052
SUSB icon
462
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$5.71M ﹤0.01%
226,945
+9,729
MO icon
463
Altria Group
MO
$109B
$5.71M ﹤0.01%
97,389
+23,331
KMB icon
464
Kimberly-Clark
KMB
$39.5B
$5.63M ﹤0.01%
43,669
+2,886
EPRT icon
465
Essential Properties Realty Trust
EPRT
$6.17B
$5.58M ﹤0.01%
174,964
-154,197
PEB icon
466
Pebblebrook Hotel Trust
PEB
$1.3B
$5.57M ﹤0.01%
557,199
-8,075
COO icon
467
Cooper Companies
COO
$14.6B
$5.55M ﹤0.01%
77,990
-35,345
ESGD icon
468
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$5.45M ﹤0.01%
61,130
+1,934
IBM icon
469
IBM
IBM
$287B
$5.39M ﹤0.01%
18,301
-2,729
HXL icon
470
Hexcel
HXL
$5.79B
$5.36M ﹤0.01%
94,854
+4,652
UTHR icon
471
United Therapeutics
UTHR
$18.9B
$5.34M ﹤0.01%
18,593
+4
XLE icon
472
Energy Select Sector SPDR Fund
XLE
$26.5B
$5.34M ﹤0.01%
62,981
-22,967
WST icon
473
West Pharmaceutical
WST
$21.4B
$5.33M ﹤0.01%
24,338
-4,983
FRT icon
474
Federal Realty Investment Trust
FRT
$8.74B
$5.3M ﹤0.01%
55,743
+120
FR icon
475
First Industrial Realty Trust
FR
$7.43B
$5.23M ﹤0.01%
108,665
-15,767