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Ken Fisher

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
This Quarter Est. Return
1 Year Est. Return
+32.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295B
AUM Growth
+$1.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.41B
3 +$1.17B
4
CSCO icon
Cisco
CSCO
+$1.1B
5
NVS icon
Novartis
NVS
+$984M

Top Sells

1 +$1.74B
2 +$1.21B
3 +$1.06B
4
SYK icon
Stryker
SYK
+$955M
5
BSX icon
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
INGR icon
501
Ingredion
INGR
$6.25B
$3.46M ﹤0.01%
+30,698
GEV icon
502
GE Vernova
GEV
$276B
$3.45M ﹤0.01%
3,949
-2,967
CCEP icon
503
Coca-Cola Europacific Partners
CCEP
$43.5B
$3.44M ﹤0.01%
37,897
-278
TNGX icon
504
Tango Therapeutics
TNGX
$5.57B
$3.4M ﹤0.01%
162,399
-25,294
NPKI
505
NPK International
NPKI
$1.31B
$3.38M ﹤0.01%
233,017
+1,046
XLK icon
506
State Street Technology Select Sector SPDR ETF
XLK
$124B
$3.35M ﹤0.01%
25,201
-8,809
BND icon
507
Vanguard Total Bond Market
BND
$157B
$3.3M ﹤0.01%
44,877
-11,430
SFNC icon
508
Simmons First National
SFNC
$3.19B
$3.29M ﹤0.01%
169,280
-13
NEE icon
509
NextEra Energy
NEE
$180B
$3.28M ﹤0.01%
35,270
+12,448
HLN icon
510
Haleon
HLN
$39.6B
$3.27M ﹤0.01%
327,131
+12,135
ROST icon
511
Ross Stores
ROST
$76B
$3.25M ﹤0.01%
15,005
-3,429
PB icon
512
Prosperity Bancshares
PB
$7.22B
$3.23M ﹤0.01%
48,036
-1,034
GIS icon
513
General Mills
GIS
$18B
$3.2M ﹤0.01%
85,963
+24,265
IHI icon
514
iShares US Medical Devices ETF
IHI
$3.08B
$3.17M ﹤0.01%
59,364
-31,162
ANAB icon
515
AnaptysBio
ANAB
$1.72B
$3.14M ﹤0.01%
56,596
+32
MGK icon
516
Vanguard Mega Cap Growth ETF
MGK
$33.6B
$3.04M ﹤0.01%
41,330
-9,695
PTCT icon
517
PTC Therapeutics
PTCT
$6.53B
$3.04M ﹤0.01%
+44,558
IWD icon
518
iShares Russell 1000 Value ETF
IWD
$77.1B
$2.95M ﹤0.01%
13,802
-915
CHE icon
519
Chemed
CHE
$5.76B
$2.93M ﹤0.01%
7,768
-1,988
XME icon
520
State Street SPDR S&P Metals & Mining ETF
XME
$4.97B
$2.92M ﹤0.01%
27,047
-8
IVW icon
521
iShares S&P 500 Growth ETF
IVW
$74.5B
$2.9M ﹤0.01%
25,674
+47
LHX icon
522
L3Harris
LHX
$59.1B
$2.9M ﹤0.01%
8,389
+1,318
ATR icon
523
AptarGroup
ATR
$7.77B
$2.87M ﹤0.01%
22,757
-319
SPTS icon
524
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.87B
$2.85M ﹤0.01%
97,758
-7,307
WDS icon
525
Woodside Energy
WDS
$38.6B
$2.83M ﹤0.01%
118,604
-24,167