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
$276B
AUM Growth
+$24.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1 +$2.87B
2 +$358M
3 +$287M
4
MSFT icon
Microsoft
MSFT
+$278M
5
AAPL icon
Apple
AAPL
+$200M

Top Sells

1 +$1.8B
2 +$205M
3 +$177M
4
ADBE icon
Adobe
ADBE
+$120M
5
GTLS icon
Chart Industries
GTLS
+$95.2M

Sector Composition

1 Technology 26.4%
2 Financials 18.68%
3 Industrials 9.33%
4 Healthcare 8.68%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BMRN icon
601
BioMarin Pharmaceuticals
BMRN
$10.4B
$1.72M ﹤0.01%
31,726
+18,181
GRMN icon
602
Garmin
GRMN
$49.6B
$1.72M ﹤0.01%
6,967
+458
OGE icon
603
OGE Energy
OGE
$9.82B
$1.7M ﹤0.01%
+36,757
GABC icon
604
German American Bancorp
GABC
$1.65B
$1.69M ﹤0.01%
43,097
-4,460
SYF icon
605
Synchrony
SYF
$25.9B
$1.68M ﹤0.01%
+23,700
NGG icon
606
National Grid
NGG
$86.8B
$1.68M ﹤0.01%
23,455
-30
QRVO icon
607
Qorvo
QRVO
$7.96B
$1.68M ﹤0.01%
18,430
-211
PLD icon
608
Prologis
PLD
$131B
$1.67M ﹤0.01%
14,580
-240
MTH icon
609
Meritage Homes
MTH
$4.65B
$1.64M ﹤0.01%
22,696
-648,611
CPRX icon
610
Catalyst Pharmaceutical
CPRX
$3.57B
$1.64M ﹤0.01%
83,137
SHBI icon
611
Shore Bancshares
SHBI
$642M
$1.6M ﹤0.01%
97,659
-5,737
ABEV icon
612
Ambev
ABEV
$45.1B
$1.59M ﹤0.01%
713,221
-92,163
WTI icon
613
W&T Offshore
WTI
$562M
$1.58M ﹤0.01%
870,220
-12,622
PEBO icon
614
Peoples Bancorp
PEBO
$1.24B
$1.58M ﹤0.01%
52,743
NEE icon
615
NextEra Energy
NEE
$198B
$1.57M ﹤0.01%
20,758
-847
UHS icon
616
Universal Health Services
UHS
$11B
$1.56M ﹤0.01%
7,630
+2,418
MTW icon
617
Manitowoc
MTW
$482M
$1.55M ﹤0.01%
155,085
-8,078
DAWN
618
DELISTED
Day One Biopharmaceuticals
DAWN
$1.55M ﹤0.01%
220,163
-1,820
WT icon
619
WisdomTree
WT
$2.36B
$1.55M ﹤0.01%
111,632
-11
GPN icon
620
Global Payments
GPN
$18.8B
$1.55M ﹤0.01%
18,670
-14,224
RSG icon
621
Republic Services
RSG
$63.7B
$1.54M ﹤0.01%
6,719
+502
LFUS icon
622
Littelfuse
LFUS
$10.1B
$1.54M ﹤0.01%
5,934
-54,024
SBSI icon
623
Southside Bancshares
SBSI
$984M
$1.52M ﹤0.01%
53,630
-8
VTV icon
624
Vanguard Value ETF
VTV
$170B
$1.51M ﹤0.01%
8,114
-2,791
XOP icon
625
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.32B
$1.51M ﹤0.01%
11,431
+52