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
BX icon
626
Blackstone
BX
$102B
$1.38M ﹤0.01%
8,973
+1,218
IJR icon
627
iShares Core S&P Small-Cap ETF
IJR
$96.3B
$1.37M ﹤0.01%
11,384
+4,395
VSEC icon
628
VSE Corp
VSEC
$5.67B
$1.37M ﹤0.01%
7,919
-878
BCPC
629
Balchem Corp
BCPC
$5.86B
$1.36M ﹤0.01%
+8,893
BMRC icon
630
Bank of Marin Bancorp
BMRC
$439M
$1.36M ﹤0.01%
52,427
WT icon
631
WisdomTree
WT
$2.3B
$1.36M ﹤0.01%
111,666
+34
QQQM icon
632
Invesco NASDAQ 100 ETF
QQQM
$70.7B
$1.35M ﹤0.01%
5,343
-2,068
ATO icon
633
Atmos Energy
ATO
$29.7B
$1.35M ﹤0.01%
8,034
+1,281
AFL icon
634
Aflac
AFL
$59.6B
$1.34M ﹤0.01%
12,175
+5,262
VO icon
635
Vanguard Mid-Cap ETF
VO
$95.1B
$1.33M ﹤0.01%
4,593
+2,797
FMBH icon
636
First Mid Bancshares
FMBH
$1.04B
$1.33M ﹤0.01%
34,062
ATEN icon
637
A10 Networks
ATEN
$1.48B
$1.32M ﹤0.01%
74,557
+4,875
PANW icon
638
Palo Alto Networks
PANW
$116B
$1.31M ﹤0.01%
7,127
-127
TVTX icon
639
Travere Therapeutics
TVTX
$2.49B
$1.3M ﹤0.01%
33,996
-5,345
OBK icon
640
Origin Bancorp
OBK
$1.35B
$1.3M ﹤0.01%
34,473
-2,680
EWT icon
641
iShares MSCI Taiwan ETF
EWT
$8.22B
$1.27M ﹤0.01%
20,036
-1,458
VLTO icon
642
Veralto
VLTO
$23B
$1.27M ﹤0.01%
12,682
+1,041
RVTY icon
643
Revvity
RVTY
$10.9B
$1.25M ﹤0.01%
12,937
-2,624
SPTI icon
644
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.34B
$1.25M ﹤0.01%
43,227
+10,201
SNX icon
645
TD Synnex
SNX
$13B
$1.24M ﹤0.01%
+8,276
SUZ icon
646
Suzano
SUZ
$13.8B
$1.23M ﹤0.01%
131,680
-23,063
CLDT
647
Chatham Lodging
CLDT
$363M
$1.22M ﹤0.01%
178,505
-1,000
BN icon
648
Brookfield
BN
$107B
$1.21M ﹤0.01%
26,446
+5,080
VDE icon
649
Vanguard Energy ETF
VDE
$8.73B
$1.19M ﹤0.01%
9,484
+1,035
POWR
650
iShares U.S. Power Infrastructure ETF
POWR
$96.1M
$1.19M ﹤0.01%
50,575
-1,299