Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$4.54B
2
+$427M
3
+$280M
4
NVDA icon
NVIDIA
NVDA
+$279M
5
MSFT icon
Microsoft
MSFT
+$222M

Top Sells

1
+$2.04B
2
+$1.57B
3
+$275M
4
ITUB icon
Itaú Unibanco
ITUB
+$249M
5
INTU icon
Intuit
INTU
+$161M

Sector Composition

1 Technology 25.35%
2 Financials 19.13%
3 Healthcare 9.52%
4 Industrials 9.41%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANAB icon
526
AnaptysBio
ANAB
$1.47B
$2.74M ﹤0.01%
56,564
-2,314
CWST icon
527
Casella Waste Systems
CWST
$6.59B
$2.71M ﹤0.01%
27,677
+236
POWW icon
528
Outdoor Holding Co
POWW
$222M
$2.69M ﹤0.01%
+1,574,625
ALNT icon
529
Allient
ALNT
$1.13B
$2.69M ﹤0.01%
50,085
+5,837
ANET icon
530
Arista Networks
ANET
$178B
$2.65M ﹤0.01%
20,259
-1,838
INN
531
Summit Hotel Properties
INN
$490M
$2.63M ﹤0.01%
540,663
-34,762
VCTR icon
532
Victory Capital Holdings
VCTR
$4.79B
$2.59M ﹤0.01%
41,069
-8,583
BIDU icon
533
Baidu
BIDU
$47.1B
$2.59M ﹤0.01%
19,818
+1,915
REXR icon
534
Rexford Industrial Realty
REXR
$8.62B
$2.59M ﹤0.01%
66,823
+31
PLTR icon
535
Palantir
PLTR
$313B
$2.57M ﹤0.01%
14,449
+891
GLD icon
536
SPDR Gold Trust
GLD
$174B
$2.56M ﹤0.01%
6,463
-22
WIT icon
537
Wipro
WIT
$24.5B
$2.53M ﹤0.01%
889,836
-6,308,040
VIS icon
538
Vanguard Industrials ETF
VIS
$7.32B
$2.49M ﹤0.01%
8,353
+295
DFIN icon
539
Donnelley Financial Solutions
DFIN
$1.04B
$2.46M ﹤0.01%
52,729
-13,774
ITA icon
540
iShares US Aerospace & Defense ETF
ITA
$15B
$2.44M ﹤0.01%
11,382
+282
IWM icon
541
iShares Russell 2000 ETF
IWM
$76.3B
$2.42M ﹤0.01%
9,825
+6,205
WM icon
542
Waste Management
WM
$94.6B
$2.4M ﹤0.01%
10,911
+1,926
IWB icon
543
iShares Russell 1000 ETF
IWB
$45.9B
$2.4M ﹤0.01%
6,414
+1,045
THFF icon
544
First Financial Corp
THFF
$796M
$2.3M ﹤0.01%
38,120
-3,511
IVE icon
545
iShares S&P 500 Value ETF
IVE
$49.8B
$2.3M ﹤0.01%
10,829
+1,400
CPF icon
546
Central Pacific Financial
CPF
$899M
$2.26M ﹤0.01%
72,496
-6,470
PGR icon
547
Progressive
PGR
$120B
$2.26M ﹤0.01%
9,904
+240
SPSK icon
548
SP Funds Dow Jones Global Sukuk ETF
SPSK
$468M
$2.25M ﹤0.01%
123,062
+68,166
WDS icon
549
Woodside Energy
WDS
$35.4B
$2.23M ﹤0.01%
142,771
-5,639
STC icon
550
Stewart Information Services
STC
$2.1B
$2.18M ﹤0.01%
31,081
-1,959
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