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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
VLTO icon
676
Veralto
VLTO
$20.3B
$1.09M ﹤0.01%
12,280
-402
RVTY icon
677
Revvity
RVTY
$10.9B
$1.09M ﹤0.01%
12,386
-551
HY icon
678
Hyster-Yale Materials Handling
HY
$670M
$1.06M ﹤0.01%
32,652
-329
CRWD icon
679
CrowdStrike
CRWD
$174B
$1.06M ﹤0.01%
2,714
+289
DNTH icon
680
Dianthus Therapeutics
DNTH
$4.48B
$1.06M ﹤0.01%
12,620
-1,328
XLU icon
681
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$1.04M ﹤0.01%
22,739
-2,216
SPIB icon
682
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$1.04M ﹤0.01%
30,909
+1,851
CMCSA icon
683
Comcast
CMCSA
$81.1B
$1.03M ﹤0.01%
36,023
-11,667
AROC icon
684
Archrock
AROC
$6.22B
$1.03M ﹤0.01%
29,619
-2,480
IEMG icon
685
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$1.03M ﹤0.01%
14,738
+1,142
QQQM icon
686
Invesco NASDAQ 100 ETF
QQQM
$96.6B
$1.02M ﹤0.01%
4,305
-1,038
PHYS icon
687
Sprott Physical Gold
PHYS
$15.2B
$1.02M ﹤0.01%
28,662
-1,392
TVTX icon
688
Travere Therapeutics
TVTX
$5.04B
$1.01M ﹤0.01%
33,996
NEM icon
689
Newmont
NEM
$113B
$1.01M ﹤0.01%
9,309
+1,697
TXN icon
690
Texas Instruments
TXN
$275B
$1M ﹤0.01%
5,163
-254
LDOS icon
691
Leidos
LDOS
$13.7B
$983K ﹤0.01%
6,320
+2,779
MDXG icon
692
MiMedx Group
MDXG
$539M
$974K ﹤0.01%
246,569
+810
OKE icon
693
Oneok
OKE
$53.9B
$962K ﹤0.01%
10,637
+503
RS icon
694
Reliance Steel & Aluminium
RS
$20.6B
$950K ﹤0.01%
3,126
+134
HWM icon
695
Howmet Aerospace
HWM
$113B
$947K ﹤0.01%
4,108
+229
TRV icon
696
Travelers Companies
TRV
$65.1B
$940K ﹤0.01%
3,222
+956
DAWN
697
DELISTED
Day One Biopharmaceuticals
DAWN
$937K ﹤0.01%
43,698
-148,125
COR icon
698
Cencora
COR
$53.9B
$923K ﹤0.01%
2,937
+1,127
MAR icon
699
Marriott International
MAR
$104B
$903K ﹤0.01%
2,761
-127
TBIL
700
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$903K ﹤0.01%
+18,101