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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
1 Year Est. Return
+32.61%
AUM
$295B
AUM Growth
+$1.9B
(+0.65%)
Holding
1,133
Top Buys
| 1 | +$1.88B | |
| 2 | +$1.41B | |
| 3 | +$1.17B | |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| 1 | +$1.74B | |
| 2 | +$1.21B | |
| 3 | +$1.06B | |
| 4 |
Stryker
SYK
|
+$955M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
Old Second Bancorp
OSBC
$1.11B
| $1.96M | ﹤0.01% |
97,285
|
|
||
577
National Grid
NGG
$80.4B
| $1.92M | ﹤0.01% |
22,643
-775
|
|
||
578
Stewart Information Services
STC
$1.98B
| $1.92M | ﹤0.01% |
31,103
+22
|
|
||
579
PPL Corp
PPL
$26.6B
| $1.9M | ﹤0.01% |
49,783
+325
|
|
||
580
Phillips 66
PSX
$67.4B
| $1.87M | ﹤0.01% |
10,286
-1,936
|
|
||
581
Entergy
ETR
$50.8B
| $1.86M | ﹤0.01% |
16,537
-1,019
|
|
||
582
Palantir
PLTR
$316B
| $1.86M | ﹤0.01% |
12,690
-1,759
|
|
||
583
Schwab US Broad Market ETF
SCHB
$42.7B
| $1.85M | ﹤0.01% |
73,863
+61,913
|
|
||
584
DXP Enterprises
DXPE
$2.54B
| $1.83M | ﹤0.01% |
13,081
-2,430
|
|
||
585
Shore Bancshares
SHBI
$722M
| $1.82M | ﹤0.01% |
97,659
|
|
||
586
iShares Russell 1000 ETF
IWB
$47.8B
| $1.8M | ﹤0.01% |
5,059
-1,355
|
|
||
587
QCR Holdings
QCRH
$1.54B
| $1.78M | ﹤0.01% |
20,785
-2,977
|
|
||
588
OGE Energy
OGE
$9.76B
| $1.76M | ﹤0.01% |
36,724
+403
|
|
||
589
Teledyne Technologies
TDY
$28.6B
| $1.76M | ﹤0.01% |
2,901
-386
|
|
||
590
Fox Class B
FOX
$19.8B
| $1.73M | ﹤0.01% |
32,619
+5,853
|
|
||
591
A10 Networks
ATEN
$2.39B
| $1.73M | ﹤0.01% |
74,886
+329
|
|
||
592
Manitowoc
MTW
$456M
| $1.73M | ﹤0.01% |
148,187
+2,000
|
|
||
593
Sierra Bancorp
BSRR
$512M
| $1.7M | ﹤0.01% |
50,262
+1,760
|
|
||
594
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
| $1.7M | ﹤0.01% |
58,352
+28,830
|
|
||
595
PDF Solutions
PDFS
$2.6B
| $1.68M | ﹤0.01% |
51,444
+10,841
|
|
||
596
Preferred Bank
PFBC
$1.16B
| $1.68M | ﹤0.01% |
18,545
+3,728
|
|
||
597
KeyCorp
KEY
$24.3B
| $1.68M | ﹤0.01% |
83,829
-8,370
|
|
||
598
Hormel Foods
HRL
$13.3B
| $1.67M | ﹤0.01% |
73,643
-5,850
|
|
||
599
Arista Networks
ANET
$210B
| $1.67M | ﹤0.01% |
13,585
-6,674
|
|
||
600
Southside Bancshares
SBSI
$975M
| $1.67M | ﹤0.01% |
53,630
|
|