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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
UNTY icon
651
Unity Bancorp
UNTY
$548M
$1.29M ﹤0.01%
+24,965
PDM
652
Piedmont Realty Trust
PDM
$1.12B
$1.29M ﹤0.01%
196,868
BX icon
653
Blackstone
BX
$157B
$1.28M ﹤0.01%
11,143
+2,170
ACNB icon
654
ACNB Corp
ACNB
$571M
$1.26M ﹤0.01%
+26,296
BFC icon
655
Bank First Corp
BFC
$1.6B
$1.26M ﹤0.01%
+9,320
POWR
656
iShares U.S. Power Infrastructure ETF
POWR
$385M
$1.26M ﹤0.01%
47,883
-2,692
BBW icon
657
Build-A-Bear
BBW
$404M
$1.23M ﹤0.01%
32,763
+99
ASIX icon
658
AdvanSix
ASIX
$570M
$1.23M ﹤0.01%
50,261
+62
EWY icon
659
iShares MSCI South Korea ETF
EWY
$25.1B
$1.22M ﹤0.01%
9,899
+6,480
VOD icon
660
Vodafone
VOD
$33.7B
$1.21M ﹤0.01%
+80,699
SPTI icon
661
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.3B
$1.2M ﹤0.01%
41,900
-1,327
SHM icon
662
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$1.2M ﹤0.01%
+25,082
SCHA icon
663
Schwab U.S Small- Cap ETF
SCHA
$23.5B
$1.2M ﹤0.01%
41,205
+27,670
ECL icon
664
Ecolab
ECL
$76.5B
$1.18M ﹤0.01%
4,430
+2,348
GGB icon
665
Gerdau
GGB
$9.01B
$1.18M ﹤0.01%
326,059
-80,122
MTUS icon
666
Metallus
MTUS
$826M
$1.17M ﹤0.01%
+71,904
KR icon
667
Kroger
KR
$38.2B
$1.15M ﹤0.01%
15,944
-67
VWO icon
668
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$1.15M ﹤0.01%
21,319
-4,474
EPD icon
669
Enterprise Products Partners
EPD
$79.2B
$1.15M ﹤0.01%
30,372
-3,820
BIL icon
670
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
$1.15M ﹤0.01%
12,522
+7,800
VB icon
671
Vanguard Small-Cap ETF
VB
$79.8B
$1.12M ﹤0.01%
4,281
+597
HLI icon
672
Houlihan Lokey
HLI
$9.91B
$1.11M ﹤0.01%
+7,708
ADI icon
673
Analog Devices
ADI
$208B
$1.1M ﹤0.01%
3,467
+260
TYRA icon
674
Tyra Biosciences
TYRA
$1.72B
$1.1M ﹤0.01%
28,800
YUMC icon
675
Yum China
YUMC
$15.1B
$1.09M ﹤0.01%
22,419
+3,678