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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
1 Year Est. Return
+32.61%
AUM
$295B
AUM Growth
+$1.9B
(+0.65%)
Holding
1,133
Top Buys
| 1 | +$1.88B | |
| 2 | +$1.41B | |
| 3 | +$1.17B | |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| 1 | +$1.74B | |
| 2 | +$1.21B | |
| 3 | +$1.06B | |
| 4 |
Stryker
SYK
|
+$955M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
British American Tobacco
BTI
$129B
| $4.45M | ﹤0.01% |
76,166
-1,879
|
|
||
477
GE Aerospace
GE
$376B
| $4.45M | ﹤0.01% |
15,670
-9,980
|
|
||
478
Rexford Industrial Realty
REXR
$7.53B
| $4.41M | ﹤0.01% |
134,836
+68,013
|
|
||
479
First Solar
FSLR
$28.2B
| $4.41M | ﹤0.01% |
22,354
+276
|
|
||
480
Vertiv
VRT
$124B
| $4.4M | ﹤0.01% |
17,578
-84
|
|
||
|
MICC
481
The Magnum Ice Cream Company N.V.
MICC
$10.6B
| $4.34M | ﹤0.01% |
290,480
-370,898
|
|
||
482
VSE Corp
VSEC
$5.93B
| $4.31M | ﹤0.01% |
23,351
+15,432
|
|
||
483
Extra Space Storage
EXR
$30.8B
| $4.15M | ﹤0.01% |
31,671
-7,430
|
|
||
484
Kimberly-Clark
KMB
$34B
| $4.11M | ﹤0.01% |
42,557
+9,784
|
|
||
485
Western Digital
WDC
$249B
| $4.08M | ﹤0.01% |
15,084
+3,093
|
|
||
486
Wynn Resorts
WYNN
$10.8B
| $3.98M | ﹤0.01% |
39,239
-4,907
|
|
||
487
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
| $3.98M | ﹤0.01% |
45,880
-8,050
|
|
||
488
Verizon
VZ
$190B
| $3.96M | ﹤0.01% |
78,891
-1,152
|
|
||
489
Accenture
ACN
$98.6B
| $3.93M | ﹤0.01% |
19,839
+15,851
|
|
||
490
Regeneron Pharmaceuticals
REGN
$64.5B
| $3.91M | ﹤0.01% |
5,059
+69
|
|
||
491
Vanguard Growth ETF
VUG
$224B
| $3.88M | ﹤0.01% |
53,340
-14,226
|
|
||
492
nLIGHT
LASR
$3.73B
| $3.84M | ﹤0.01% |
67,316
-18,311
|
|
||
493
S&P Global
SPGI
$125B
| $3.8M | ﹤0.01% |
8,937
+120
|
|
||
494
Uber
UBER
$147B
| $3.74M | ﹤0.01% |
52,038
+2,746
|
|
||
495
SPDR Gold Trust
GLD
$143B
| $3.67M | ﹤0.01% |
8,535
+2,072
|
|
||
496
Agree Realty
ADC
$8.87B
| $3.62M | ﹤0.01% |
48,085
-5
|
|
||
497
Walt Disney
DIS
$176B
| $3.61M | ﹤0.01% |
37,408
-17,717
|
|
||
498
General Dynamics
GD
$98.8B
| $3.56M | ﹤0.01% |
10,370
+2,089
|
|
||
499
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.9B
| $3.52M | ﹤0.01% |
70,545
+15,198
|
|
||
500
ACI Worldwide
ACIW
$4.61B
| $3.47M | ﹤0.01% |
84,731
+526
|
|