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
IWB icon
576
iShares Russell 1000 ETF
IWB
$46B
$1.97M ﹤0.01%
5,785
+969
MTW icon
577
Manitowoc
MTW
$401M
$1.96M ﹤0.01%
163,163
+45,523
BJRI icon
578
BJ's Restaurants
BJRI
$694M
$1.95M ﹤0.01%
43,754
-2,146
ABEV icon
579
Ambev
ABEV
$34.5B
$1.94M ﹤0.01%
805,384
-133,026
VTV icon
580
Vanguard Value ETF
VTV
$149B
$1.93M ﹤0.01%
10,905
+3,780
OSBC icon
581
Old Second Bancorp
OSBC
$983M
$1.92M ﹤0.01%
108,023
XME icon
582
SPDR S&P Metals & Mining ETF
XME
$2.78B
$1.9M ﹤0.01%
28,288
+11,100
TGT icon
583
Target
TGT
$44.1B
$1.9M ﹤0.01%
19,223
+14,036
CL icon
584
Colgate-Palmolive
CL
$62.8B
$1.89M ﹤0.01%
20,789
-47,392
SCHD icon
585
Schwab US Dividend Equity ETF
SCHD
$70.8B
$1.88M ﹤0.01%
71,084
+5,889
QCRH icon
586
QCR Holdings
QCRH
$1.29B
$1.88M ﹤0.01%
27,678
WFC icon
587
Wells Fargo
WFC
$274B
$1.84M ﹤0.01%
22,960
-5,619
GABC icon
588
German American Bancorp
GABC
$1.47B
$1.83M ﹤0.01%
47,557
TSN icon
589
Tyson Foods
TSN
$18.4B
$1.83M ﹤0.01%
32,639
+352
CPRX icon
590
Catalyst Pharmaceutical
CPRX
$2.63B
$1.8M ﹤0.01%
83,137
+969
GD icon
591
General Dynamics
GD
$94.6B
$1.79M ﹤0.01%
6,145
-136
USIG icon
592
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$1.79M ﹤0.01%
34,845
+12,783
WM icon
593
Waste Management
WM
$86B
$1.76M ﹤0.01%
7,684
+382
VTLE icon
594
Vital Energy
VTLE
$618M
$1.74M ﹤0.01%
108,301
+23,420
NGG icon
595
National Grid
NGG
$76.4B
$1.72M ﹤0.01%
23,153
+8,130
HRL icon
596
Hormel Foods
HRL
$13B
$1.72M ﹤0.01%
56,940
-15,377
CCNE icon
597
CNB Financial Corp
CCNE
$722M
$1.72M ﹤0.01%
75,175
TGI
598
DELISTED
Triumph Group
TGI
$1.69M ﹤0.01%
65,696
ADP icon
599
Automatic Data Processing
ADP
$114B
$1.69M ﹤0.01%
5,477
+1,641
GRC icon
600
Gorman-Rupp
GRC
$1.21B
$1.68M ﹤0.01%
45,626
+312