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
DFIN icon
501
Donnelley Financial Solutions
DFIN
$1.47B
$4.2M ﹤0.01%
68,204
-23,374
IVV icon
502
iShares Core S&P 500 ETF
IVV
$672B
$4.2M ﹤0.01%
6,765
-2,940
FDS icon
503
Factset
FDS
$10.7B
$4.17M ﹤0.01%
9,313
-684
FSLR icon
504
First Solar
FSLR
$25.9B
$4.16M ﹤0.01%
25,124
-8,888
VIAV icon
505
Viavi Solutions
VIAV
$3.07B
$4.14M ﹤0.01%
410,990
-561,849
XLK icon
506
Technology Select Sector SPDR Fund
XLK
$96.5B
$4.13M ﹤0.01%
16,299
+5,063
MGM icon
507
MGM Resorts International
MGM
$8.93B
$4.1M ﹤0.01%
119,189
-167,956
EC icon
508
Ecopetrol
EC
$18.8B
$4.04M ﹤0.01%
456,819
+13,961
ACN icon
509
Accenture
ACN
$154B
$4.02M ﹤0.01%
13,452
+9,703
WS icon
510
Worthington Steel
WS
$1.6B
$3.96M ﹤0.01%
132,809
-28,881
MGK icon
511
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$3.92M ﹤0.01%
10,698
-2,728
IGOV icon
512
iShares International Treasury Bond ETF
IGOV
$1.12B
$3.86M ﹤0.01%
89,606
+153
IGIB icon
513
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$3.82M ﹤0.01%
71,741
-17,241
SPY icon
514
SPDR S&P 500 ETF Trust
SPY
$672B
$3.8M ﹤0.01%
6,150
-5,212
XLF icon
515
Financial Select Sector SPDR Fund
XLF
$54.6B
$3.75M ﹤0.01%
71,531
+8,863
LEN icon
516
Lennar Class A
LEN
$32.5B
$3.7M ﹤0.01%
33,414
-35,443
HLN icon
517
Haleon
HLN
$41.2B
$3.67M ﹤0.01%
354,041
-32,833
PB icon
518
Prosperity Bancshares
PB
$5.99B
$3.66M ﹤0.01%
52,155
-2,753
VTEB icon
519
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$3.62M ﹤0.01%
73,853
-12,234
VZ icon
520
Verizon
VZ
$164B
$3.6M ﹤0.01%
83,102
+275
XLG icon
521
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$3.54M ﹤0.01%
67,962
-91,938
INTC icon
522
Intel
INTC
$182B
$3.53M ﹤0.01%
157,697
-9,538
CCEP icon
523
Coca-Cola Europacific Partners
CCEP
$41.3B
$3.51M ﹤0.01%
37,896
-44
ADC icon
524
Agree Realty
ADC
$8.6B
$3.51M ﹤0.01%
48,069
-55,975
CFG icon
525
Citizens Financial Group
CFG
$22.5B
$3.49M ﹤0.01%
78,078
+24,322