Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
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 +$2.87B
2 +$358M
3 +$287M
4
MSFT icon
Microsoft
MSFT
+$278M
5
AAPL icon
Apple
AAPL
+$200M

Top Sells

1 +$1.8B
2 +$205M
3 +$177M
4
ADBE icon
Adobe
ADBE
+$120M
5
GTLS icon
Chart Industries
GTLS
+$95.2M

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
$11B
$6.15M ﹤0.01%
47,932
-5,731
SUSB icon
452
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$6.11M ﹤0.01%
241,536
+14,591
P
453
Everpure Inc
P
$24.2B
$6.02M ﹤0.01%
+71,781
ESGD icon
454
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$5.99M ﹤0.01%
64,464
+3,334
DVAX
455
DELISTED
Dynavax Technologies
DVAX
$5.99M ﹤0.01%
603,367
-3,922
XLF icon
456
State Street Financial Select Sector SPDR ETF
XLF
$51.3B
$5.96M ﹤0.01%
110,635
+39,104
VIAV icon
457
Viavi Solutions
VIAV
$10.3B
$5.96M ﹤0.01%
469,354
+58,364
IGOV icon
458
iShares International Treasury Bond ETF
IGOV
$1.17B
$5.92M ﹤0.01%
139,035
+49,429
IHI icon
459
iShares US Medical Devices ETF
IHI
$3.26B
$5.92M ﹤0.01%
98,460
-7,464
HXL icon
460
Hexcel
HXL
$6.87B
$5.83M ﹤0.01%
93,005
-1,849
WS icon
461
Worthington Steel
WS
$1.93B
$5.82M ﹤0.01%
191,673
+58,864
XLE icon
462
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$5.82M ﹤0.01%
130,264
+4,302
WST icon
463
West Pharmaceutical
WST
$21.3B
$5.76M ﹤0.01%
21,949
-2,389
FRT icon
464
Federal Realty Investment Trust
FRT
$9.61B
$5.63M ﹤0.01%
55,602
-141
WMS icon
465
Advanced Drainage Systems
WMS
$12B
$5.63M ﹤0.01%
40,607
-44
FR icon
466
First Industrial Realty Trust
FR
$8.22B
$5.6M ﹤0.01%
108,780
+115
UPS icon
467
United Parcel Service
UPS
$91.6B
$5.59M ﹤0.01%
66,927
-7,404
COO icon
468
Cooper Companies
COO
$12.6B
$5.57M ﹤0.01%
81,271
+3,281
KMB icon
469
Kimberly-Clark
KMB
$32.4B
$5.53M ﹤0.01%
44,472
+803
EXR icon
470
Extra Space Storage
EXR
$29.6B
$5.52M ﹤0.01%
39,135
+20
FSLR icon
471
First Solar
FSLR
$21.1B
$5.5M ﹤0.01%
24,939
-185
GE icon
472
GE Aerospace
GE
$295B
$5.45M ﹤0.01%
18,101
+707
IBM icon
473
IBM
IBM
$215B
$5.43M ﹤0.01%
19,258
+957
E icon
474
ENI
E
$79B
$5.37M ﹤0.01%
153,687
+10,065
VCEL icon
475
Vericel Corp
VCEL
$1.81B
$5.34M ﹤0.01%
169,614
+3,978