Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Est. Return 19.67%
 

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 Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1 +$696M
2 +$424M
3 +$402M
4
SAP icon
SAP
SAP
+$354M
5
SPOT icon
Spotify
SPOT
+$353M

Top Sells

1 +$1.91B
2 +$1.3B
3 +$1.04B
4
LLY icon
Eli Lilly
LLY
+$886M
5
JPM icon
JPMorgan Chase
JPM
+$868M

Sector Composition

1 Technology 25.47%
2 Financials 18.4%
3 Industrials 9.35%
4 Healthcare 9.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.A icon
626
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.46M ﹤0.01%
2
WTI icon
627
W&T Offshore
WTI
$323M
$1.46M ﹤0.01%
882,842
+315,901
HWM icon
628
Howmet Aerospace
HWM
$81.4B
$1.46M ﹤0.01%
7,817
+6,251
MHO icon
629
M/I Homes
MHO
$3.39B
$1.45M ﹤0.01%
12,975
-21,762
ATEN icon
630
A10 Networks
ATEN
$1.28B
$1.45M ﹤0.01%
74,940
DAWN icon
631
Day One Biopharmaceuticals
DAWN
$768M
$1.44M ﹤0.01%
221,983
-53,224
PDM
632
Piedmont Realty Trust
PDM
$1.06B
$1.44M ﹤0.01%
196,868
-32,451
XOP icon
633
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.83B
$1.43M ﹤0.01%
11,379
+874
CRWD icon
634
CrowdStrike
CRWD
$133B
$1.42M ﹤0.01%
2,791
-887
OBK icon
635
Origin Bancorp
OBK
$1.06B
$1.42M ﹤0.01%
39,717
IQV icon
636
IQVIA
IQV
$37B
$1.41M ﹤0.01%
8,950
-10,975
VSEC icon
637
VSE Corp
VSEC
$3.71B
$1.4M ﹤0.01%
10,693
-5,420
HY icon
638
Hyster-Yale Materials Handling
HY
$658M
$1.4M ﹤0.01%
35,149
+4,560
BN icon
639
Brookfield
BN
$105B
$1.39M ﹤0.01%
22,447
+8,954
HUN icon
640
Huntsman Corp
HUN
$1.61B
$1.38M ﹤0.01%
132,503
GRMN icon
641
Garmin
GRMN
$48.4B
$1.36M ﹤0.01%
+6,509
EWT icon
642
iShares MSCI Taiwan ETF
EWT
$6.95B
$1.35M ﹤0.01%
23,468
-5,440
PPH icon
643
VanEck Pharmaceutical ETF
PPH
$637M
$1.32M ﹤0.01%
15,001
-1,263,699
SUZ icon
644
Suzano
SUZ
$11.3B
$1.32M ﹤0.01%
140,222
-27,273
IVW icon
645
iShares S&P 500 Growth ETF
IVW
$68.1B
$1.32M ﹤0.01%
11,982
+8,091
LVS icon
646
Las Vegas Sands
LVS
$40.8B
$1.32M ﹤0.01%
30,299
-36,684
PCTY icon
647
Paylocity
PCTY
$8.24B
$1.32M ﹤0.01%
7,268
-87,462
ANAB icon
648
AnaptysBio
ANAB
$1.01B
$1.31M ﹤0.01%
58,899
+21
ASIX icon
649
AdvanSix
ASIX
$530M
$1.3M ﹤0.01%
54,827
+17,663
SCHG icon
650
Schwab US Large-Cap Growth ETF
SCHG
$53.9B
$1.3M ﹤0.01%
44,493
+8,223