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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
PM icon
526
Philip Morris
PM
$281B
$2.78M ﹤0.01%
16,829
-1,783
VCTR icon
527
Victory Capital Holdings
VCTR
$5.51B
$2.7M ﹤0.01%
41,214
+145
SPSK icon
528
SP Funds Dow Jones Global Sukuk ETF
SPSK
$634M
$2.68M ﹤0.01%
149,703
+26,641
APEI icon
529
American Public Education
APEI
$972M
$2.68M ﹤0.01%
47,046
-1,942
NKE icon
530
Nike
NKE
$67.4B
$2.68M ﹤0.01%
50,644
-366,995
IGIB icon
531
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$2.64M ﹤0.01%
49,589
-3,490
VIS icon
532
Vanguard Industrials ETF
VIS
$8.11B
$2.63M ﹤0.01%
8,439
+86
JKHY icon
533
Jack Henry & Associates
JKHY
$9.01B
$2.63M ﹤0.01%
+16,629
BOTZ icon
534
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.56B
$2.62M ﹤0.01%
78,851
-6,174
INN
535
Summit Hotel Properties
INN
$712M
$2.58M ﹤0.01%
584,667
+44,004
FTAI icon
536
FTAI Aviation
FTAI
$28.9B
$2.58M ﹤0.01%
+10,544
BIDU icon
537
Baidu
BIDU
$38.5B
$2.57M ﹤0.01%
23,054
+3,236
ALNT icon
538
Allient
ALNT
$1.69B
$2.56M ﹤0.01%
43,265
-6,820
WDAY icon
539
Workday
WDAY
$31.2B
$2.55M ﹤0.01%
19,604
-12,386
ZYME icon
540
Zymeworks
ZYME
$1.72B
$2.54M ﹤0.01%
101,439
+33,242
DFIN icon
541
Donnelley Financial Solutions
DFIN
$1.01B
$2.49M ﹤0.01%
52,832
+103
SOXX icon
542
iShares Semiconductor ETF
SOXX
$44.3B
$2.48M ﹤0.01%
7,535
+917
EFA icon
543
iShares MSCI EAFE ETF
EFA
$77.7B
$2.45M ﹤0.01%
25,172
-7,291
SHOP icon
544
Shopify
SHOP
$146B
$2.43M ﹤0.01%
20,503
-3,911
XLG icon
545
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$2.39M ﹤0.01%
43,864
-7,896
ITA icon
546
iShares US Aerospace & Defense ETF
ITA
$14.4B
$2.34M ﹤0.01%
10,708
-674
GRC icon
547
Gorman-Rupp
GRC
$2.3B
$2.32M ﹤0.01%
37,416
-1,500
EXPE icon
548
Expedia Group
EXPE
$29B
$2.32M ﹤0.01%
10,067
-852
VXUS icon
549
Vanguard Total International Stock ETF
VXUS
$156B
$2.32M ﹤0.01%
30,096
+6,091
WFC icon
550
Wells Fargo
WFC
$261B
$2.31M ﹤0.01%
29,017
-4,620