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
EPRT icon
476
Essential Properties Realty Trust
EPRT
$6.04B
$5.21M ﹤0.01%
174,964
FORM icon
477
FormFactor
FORM
$4.34B
$5.18M ﹤0.01%
142,299
-8,940
SUB icon
478
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$5.09M ﹤0.01%
47,694
+2,983
RARE icon
479
Ultragenyx Pharmaceutical
RARE
$3.31B
$5.06M ﹤0.01%
168,084
-17,672
INTC icon
480
Intel
INTC
$178B
$5.04M ﹤0.01%
150,150
-7,547
FANG icon
481
Diamondback Energy
FANG
$42.7B
$4.92M ﹤0.01%
34,400
-1,210
STLD icon
482
Steel Dynamics
STLD
$24.7B
$4.86M ﹤0.01%
34,878
+11,183
UBER icon
483
Uber
UBER
$168B
$4.73M ﹤0.01%
48,257
-1,399
BNL icon
484
Broadstone Net Lease
BNL
$3.32B
$4.73M ﹤0.01%
264,553
-53,479
CRGY icon
485
Crescent Energy
CRGY
$2.1B
$4.58M ﹤0.01%
514,000
-1
ACIW icon
486
ACI Worldwide
ACIW
$4.95B
$4.44M ﹤0.01%
84,178
-328,044
CHE icon
487
Chemed
CHE
$6.05B
$4.37M ﹤0.01%
9,755
-7
VUG icon
488
Vanguard Growth ETF
VUG
$200B
$4.27M ﹤0.01%
8,902
-806
INVX
489
Innovex International
INVX
$1.5B
$4.24M ﹤0.01%
228,887
+93,412
NNN icon
490
NNN REIT
NNN
$7.61B
$4.22M ﹤0.01%
99,205
-21,064
EC icon
491
Ecopetrol
EC
$19.2B
$4.2M ﹤0.01%
456,219
-600
SPGI icon
492
S&P Global
SPGI
$151B
$4.19M ﹤0.01%
8,619
+2,713
SPSC icon
493
SPS Commerce
SPSC
$3.32B
$4.18M ﹤0.01%
40,100
-172,075
CMCO icon
494
Columbus McKinnon
CMCO
$505M
$4.16M ﹤0.01%
289,982
-37,901
BND icon
495
Vanguard Total Bond Market
BND
$144B
$4.07M ﹤0.01%
54,787
-4,177
GIS icon
496
General Mills
GIS
$25.1B
$4.05M ﹤0.01%
80,309
-1,826
XLK icon
497
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$3.97M ﹤0.01%
14,078
-2,221
MGK icon
498
Vanguard Mega Cap Growth ETF
MGK
$32.2B
$3.96M ﹤0.01%
9,829
-869
LMT icon
499
Lockheed Martin
LMT
$110B
$3.93M ﹤0.01%
7,879
+348
SPTS icon
500
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.85B
$3.9M ﹤0.01%
133,147
-20,148