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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
IWM icon
601
iShares Russell 2000 ETF
IWM
$79.6B
$1.67M ﹤0.01%
6,718
-3,107
SCHF icon
602
Schwab International Equity ETF
SCHF
$66.6B
$1.66M ﹤0.01%
67,140
+34,816
AEP icon
603
American Electric Power
AEP
$69.8B
$1.66M ﹤0.01%
12,669
+4,566
IJR icon
604
iShares Core S&P Small-Cap ETF
IJR
$105B
$1.66M ﹤0.01%
13,326
+1,942
CLDT
605
Chatham Lodging
CLDT
$598M
$1.65M ﹤0.01%
209,423
+30,918
ADM icon
606
Archer Daniels Midland
ADM
$36.9B
$1.65M ﹤0.01%
22,651
+5,553
ABEV icon
607
Ambev
ABEV
$48.7B
$1.64M ﹤0.01%
562,474
-27,964
BMRC icon
608
Bank of Marin Bancorp
BMRC
$415M
$1.64M ﹤0.01%
63,926
+11,499
GRMN icon
609
Garmin
GRMN
$44.7B
$1.63M ﹤0.01%
7,046
+69
WT icon
610
WisdomTree
WT
$2.78B
$1.63M ﹤0.01%
112,132
+466
OBK icon
611
Origin Bancorp
OBK
$1.51B
$1.62M ﹤0.01%
39,171
+4,698
PEBO icon
612
Peoples Bancorp
PEBO
$1.28B
$1.62M ﹤0.01%
49,396
-3,347
VO icon
613
Vanguard Mid-Cap ETF
VO
$104B
$1.62M ﹤0.01%
22,604
+4,232
FMBH icon
614
First Mid Bancshares
FMBH
$1.21B
$1.62M ﹤0.01%
39,395
+5,333
NIO icon
615
NIO
NIO
$12.7B
$1.62M ﹤0.01%
268,325
+39,153
CB icon
616
Chubb
CB
$127B
$1.61M ﹤0.01%
4,929
+40
AVNW icon
617
Aviat Networks
AVNW
$258M
$1.59M ﹤0.01%
70,248
+38,529
GABC icon
618
German American Bancorp
GABC
$1.68B
$1.58M ﹤0.01%
37,792
-2,621
VDE icon
619
Vanguard Energy ETF
VDE
$9.38B
$1.57M ﹤0.01%
9,096
-388
PPH icon
620
VanEck Pharmaceutical ETF
PPH
$880M
$1.57M ﹤0.01%
15,148
-318
GILD icon
621
Gilead Sciences
GILD
$156B
$1.55M ﹤0.01%
11,150
-13,285
RSG icon
622
Republic Services
RSG
$63.8B
$1.55M ﹤0.01%
7,057
+177
KWEB icon
623
KraneShares CSI China Internet ETF
KWEB
$5.83B
$1.53M ﹤0.01%
53,960
+7,692
MGM icon
624
MGM Resorts International
MGM
$12B
$1.51M ﹤0.01%
40,930
-6,524
ATO icon
625
Atmos Energy
ATO
$28.3B
$1.51M ﹤0.01%
8,174
+140