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
ATRO icon
526
Astronics
ATRO
$1.86B
$2.98M ﹤0.01%
65,279
-21,022
HLN icon
527
Haleon
HLN
$43.9B
$2.97M ﹤0.01%
331,620
-22,421
IGIB icon
528
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17B
$2.94M ﹤0.01%
54,401
-17,340
AOS icon
529
A.O. Smith
AOS
$9.46B
$2.91M ﹤0.01%
39,598
-546
NICE icon
530
Nice
NICE
$6.59B
$2.9M ﹤0.01%
20,002
-8,330
GILD icon
531
Gilead Sciences
GILD
$147B
$2.89M ﹤0.01%
26,052
+15,352
GEV icon
532
GE Vernova
GEV
$186B
$2.87M ﹤0.01%
4,662
+451
PSMT icon
533
Pricesmart
PSMT
$3.98B
$2.85M ﹤0.01%
23,554
-3,977
PM icon
534
Philip Morris
PM
$246B
$2.76M ﹤0.01%
16,991
+1,528
REXR icon
535
Rexford Industrial Realty
REXR
$9.48B
$2.75M ﹤0.01%
66,792
+6
LASR icon
536
nLIGHT
LASR
$1.8B
$2.71M ﹤0.01%
91,512
-28,678
BLDR icon
537
Builders FirstSource
BLDR
$11.4B
$2.71M ﹤0.01%
22,361
-123,394
NPKI
538
NPK International
NPKI
$1.07B
$2.71M ﹤0.01%
239,286
EL icon
539
Estee Lauder
EL
$37.6B
$2.68M ﹤0.01%
30,357
+10,775
REGN icon
540
Regeneron Pharmaceuticals
REGN
$78.4B
$2.61M ﹤0.01%
4,637
+284
CWST icon
541
Casella Waste Systems
CWST
$6.34B
$2.6M ﹤0.01%
27,441
+860
IWD icon
542
iShares Russell 1000 Value ETF
IWD
$69.1B
$2.56M ﹤0.01%
12,580
+9,576
ROP icon
543
Roper Technologies
ROP
$47.8B
$2.54M ﹤0.01%
5,098
+12
XME icon
544
State Street SPDR S&P Metals & Mining ETF
XME
$3.07B
$2.52M ﹤0.01%
27,044
-1,244
PLTR icon
545
Palantir
PLTR
$447B
$2.47M ﹤0.01%
13,558
+4,520
EFA icon
546
iShares MSCI EAFE ETF
EFA
$68.9B
$2.45M ﹤0.01%
26,191
+2,910
STC icon
547
Stewart Information Services
STC
$2.2B
$2.42M ﹤0.01%
33,040
+1,974
GD icon
548
General Dynamics
GD
$91.2B
$2.4M ﹤0.01%
7,037
+892
CPF icon
549
Central Pacific Financial
CPF
$874M
$2.4M ﹤0.01%
78,966
-6,900
VIS icon
550
Vanguard Industrials ETF
VIS
$6.39B
$2.39M ﹤0.01%
8,058
+211