Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

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
+24.78%
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 +$2.89B
2 +$383M
3 +$299M
4
MSFT icon
Microsoft
MSFT
+$282M
5
AAPL icon
Apple
AAPL
+$226M

Top Sells

1 +$1.82B
2 +$209M
3 +$168M
4
ADBE icon
Adobe
ADBE
+$118M
5
SAN icon
Banco Santander
SAN
+$104M

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
BRK.A icon
626
Berkshire Hathaway Class A
BRK.A
$1.09T
$1.51M ﹤0.01%
2
AROC icon
627
Archrock
AROC
$4.43B
$1.5M ﹤0.01%
56,849
+11,231
PPH icon
628
VanEck Pharmaceutical ETF
PPH
$1.2B
$1.49M ﹤0.01%
16,535
+1,534
COGT icon
629
Cogent Biosciences
COGT
$6.18B
$1.49M ﹤0.01%
103,492
-7,416
PANW icon
630
Palo Alto Networks
PANW
$130B
$1.48M ﹤0.01%
7,254
+1,200
MMM icon
631
3M
MMM
$88B
$1.47M ﹤0.01%
9,468
-1,107
VSEC icon
632
VSE Corp
VSEC
$3.96B
$1.46M ﹤0.01%
8,797
-1,896
SUZ icon
633
Suzano
SUZ
$11.1B
$1.45M ﹤0.01%
154,743
+14,521
TMHC icon
634
Taylor Morrison
TMHC
$6.08B
$1.44M ﹤0.01%
21,832
-434,844
PFBC icon
635
Preferred Bank
PFBC
$1.23B
$1.43M ﹤0.01%
15,814
+2,235
HRL icon
636
Hormel Foods
HRL
$13.2B
$1.41M ﹤0.01%
56,935
-5
BSRR icon
637
Sierra Bancorp
BSRR
$462M
$1.4M ﹤0.01%
48,502
+7,904
OIS icon
638
Oil States International
OIS
$419M
$1.37M ﹤0.01%
225,704
EWT icon
639
iShares MSCI Taiwan ETF
EWT
$6.63B
$1.37M ﹤0.01%
21,494
-1,974
RVTY icon
640
Revvity
RVTY
$11.2B
$1.36M ﹤0.01%
15,561
+1
FNCL icon
641
Fidelity MSCI Financials Index ETF
FNCL
$2.42B
$1.36M ﹤0.01%
17,852
+3,147
SYNA icon
642
Synaptics
SYNA
$2.95B
$1.35M ﹤0.01%
19,734
MCK icon
643
McKesson
MCK
$102B
$1.35M ﹤0.01%
1,742
+724
ETR icon
644
Entergy
ETR
$41.9B
$1.34M ﹤0.01%
14,346
+10,623
MCO icon
645
Moody's
MCO
$87B
$1.33M ﹤0.01%
2,784
+612
BX icon
646
Blackstone
BX
$116B
$1.33M ﹤0.01%
7,755
+2,520
EXPD icon
647
Expeditors International
EXPD
$20.3B
$1.32M ﹤0.01%
10,800
+371
POWR
648
iShares U.S. Power Infrastructure ETF
POWR
$72.2M
$1.3M ﹤0.01%
51,874
-193
HY icon
649
Hyster-Yale Materials Handling
HY
$595M
$1.3M ﹤0.01%
35,149
FMBH icon
650
First Mid Bancshares
FMBH
$1.01B
$1.29M ﹤0.01%
34,062