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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
SUZ icon
626
Suzano
SUZ
$10.2B
$1.51M ﹤0.01%
150,708
+19,028
SGOV icon
627
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
$1.48M ﹤0.01%
14,727
+11,274
EXPD icon
628
Expeditors International
EXPD
$21B
$1.48M ﹤0.01%
10,345
-585
MSCI icon
629
MSCI
MSCI
$43.5B
$1.46M ﹤0.01%
2,710
-29
F icon
630
Ford
F
$55.6B
$1.45M ﹤0.01%
125,264
+15,078
QRVO icon
631
Qorvo
QRVO
$8.33B
$1.43M ﹤0.01%
18,439
+22
DUK icon
632
Duke Energy
DUK
$96.5B
$1.42M ﹤0.01%
10,875
+2,739
VIG icon
633
Vanguard Dividend Appreciation ETF
VIG
$109B
$1.42M ﹤0.01%
6,595
+1,617
DHI icon
634
D.R. Horton
DHI
$43.2B
$1.39M ﹤0.01%
10,137
-1,075
ROP icon
635
Roper Technologies
ROP
$33.3B
$1.39M ﹤0.01%
3,918
-679
SNX icon
636
TD Synnex
SNX
$22.8B
$1.38M ﹤0.01%
8,183
-93
AFL icon
637
Aflac
AFL
$59.2B
$1.38M ﹤0.01%
12,565
+390
FNCL icon
638
Fidelity MSCI Financials Index ETF
FNCL
$2.28B
$1.38M ﹤0.01%
19,624
+1,526
EMBJ
639
Embraer S.A. ADS
EMBJ
$10.9B
$1.37M ﹤0.01%
+23,014
SNPS icon
640
Synopsys
SNPS
$88.4B
$1.37M ﹤0.01%
3,443
-198
EWT icon
641
iShares MSCI Taiwan ETF
EWT
$10.9B
$1.36M ﹤0.01%
19,121
-915
IEI icon
642
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$1.35M ﹤0.01%
11,414
-2,244
MMM icon
643
3M
MMM
$83B
$1.34M ﹤0.01%
9,243
-486
SPDW icon
644
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.9B
$1.34M ﹤0.01%
29,387
+20,732
BJRI icon
645
BJ's Restaurants
BJRI
$1.1B
$1.34M ﹤0.01%
38,118
PKBK icon
646
Parke Bancorp
PKBK
$368M
$1.33M ﹤0.01%
+46,754
EMXC icon
647
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$1.32M ﹤0.01%
16,838
+4,972
SPFI icon
648
South Plains Financial
SPFI
$792M
$1.32M ﹤0.01%
+31,544
MOV icon
649
Movado Group
MOV
$828M
$1.31M ﹤0.01%
53,695
PNC icon
650
PNC Financial Services
PNC
$93.6B
$1.3M ﹤0.01%
6,260
-1,500