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
DVN icon
576
Devon Energy
DVN
$27.7B
$1.76M ﹤0.01%
48,015
-2,573
MTW icon
577
Manitowoc
MTW
$507M
$1.75M ﹤0.01%
146,187
-8,898
FOX icon
578
Fox Class B
FOX
$21.9B
$1.74M ﹤0.01%
+26,766
PPL icon
579
PPL Corp
PPL
$28B
$1.73M ﹤0.01%
49,458
-1,008
MGM icon
580
MGM Resorts International
MGM
$8.73B
$1.73M ﹤0.01%
47,454
-19,572
SHBI icon
581
Shore Bancshares
SHBI
$661M
$1.73M ﹤0.01%
97,659
SNPS icon
582
Synopsys
SNPS
$83.6B
$1.71M ﹤0.01%
3,641
-597
DXPE icon
583
DXP Enterprises
DXPE
$2.33B
$1.7M ﹤0.01%
15,511
-1,836
COGT icon
584
Cogent Biosciences
COGT
$5.61B
$1.7M ﹤0.01%
47,914
-55,578
TDY icon
585
Teledyne Technologies
TDY
$31B
$1.68M ﹤0.01%
3,287
+1,843
VTV icon
586
Vanguard Value ETF
VTV
$170B
$1.67M ﹤0.01%
8,764
+650
MDXG icon
587
MiMedx Group
MDXG
$758M
$1.66M ﹤0.01%
245,759
-14,483
TNGX icon
588
Tango Therapeutics
TNGX
$1.74B
$1.66M ﹤0.01%
187,693
-22,659
PDM
589
Piedmont Realty Trust
PDM
$1.03B
$1.64M ﹤0.01%
196,868
-500
IEI icon
590
iShares 3-7 Year Treasury Bond ETF
IEI
$18B
$1.63M ﹤0.01%
13,658
+6,661
SBSI icon
591
Southside Bancshares
SBSI
$982M
$1.63M ﹤0.01%
53,630
EXPD icon
592
Expeditors International
EXPD
$19.6B
$1.63M ﹤0.01%
10,930
+130
ETR icon
593
Entergy
ETR
$46.9B
$1.62M ﹤0.01%
17,556
+3,210
PNC icon
594
PNC Financial Services
PNC
$92.7B
$1.62M ﹤0.01%
7,760
+3,852
DHI icon
595
D.R. Horton
DHI
$48.6B
$1.61M ﹤0.01%
11,212
-1,077
PPH icon
596
VanEck Pharmaceutical ETF
PPH
$1.23B
$1.6M ﹤0.01%
15,466
-1,069
BSRR icon
597
Sierra Bancorp
BSRR
$495M
$1.59M ﹤0.01%
48,502
PEBO icon
598
Peoples Bancorp
PEBO
$1.2B
$1.58M ﹤0.01%
52,743
GABC icon
599
German American Bancorp
GABC
$1.62B
$1.58M ﹤0.01%
40,413
-2,684
ADP icon
600
Automatic Data Processing
ADP
$85.4B
$1.58M ﹤0.01%
6,141
-478