Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1 +$4.54B
2 +$427M
3 +$280M
4
NVDA icon
NVIDIA
NVDA
+$279M
5
MSFT icon
Microsoft
MSFT
+$222M

Top Sells

1 +$2.04B
2 +$1.57B
3 +$275M
4
ITUB icon
Itaú Unibanco
ITUB
+$249M
5
INTU icon
Intuit
INTU
+$161M

Sector Composition

1 Technology 25.35%
2 Financials 19.13%
3 Healthcare 9.52%
4 Industrials 9.41%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HY icon
676
Hyster-Yale Materials Handling
HY
$700M
$980K ﹤0.01%
32,981
-2,168
CEG icon
677
Constellation Energy
CEG
$104B
$978K ﹤0.01%
2,768
+508
SCHG icon
678
Schwab US Large-Cap Growth ETF
SCHG
$49.9B
$963K ﹤0.01%
29,522
+3,333
DUK icon
679
Duke Energy
DUK
$99.7B
$954K ﹤0.01%
8,136
+1,309
VB icon
680
Vanguard Small-Cap ETF
VB
$73.6B
$950K ﹤0.01%
3,684
+1,618
TXN icon
681
Texas Instruments
TXN
$205B
$940K ﹤0.01%
5,417
-434
AEP icon
682
American Electric Power
AEP
$69.4B
$934K ﹤0.01%
8,103
+1,472
KRYS icon
683
Krystal Biotech
KRYS
$8.02B
$933K ﹤0.01%
+3,786
GLOB icon
684
Globant
GLOB
$2.18B
$926K ﹤0.01%
14,166
+3
IEMG icon
685
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$914K ﹤0.01%
13,596
+7,305
HCKT icon
686
Hackett Group
HCKT
$350M
$903K ﹤0.01%
45,982
+5,414
MAR icon
687
Marriott International
MAR
$93.8B
$896K ﹤0.01%
2,888
-1,062
YUMC icon
688
Yum China
YUMC
$19.6B
$895K ﹤0.01%
18,741
-3,757
COO icon
689
Cooper Companies
COO
$16.3B
$892K ﹤0.01%
10,886
-70,385
FDX icon
690
FedEx
FDX
$88.1B
$886K ﹤0.01%
3,067
+1,204
BNDX icon
691
Vanguard Total International Bond ETF
BNDX
$76B
$885K ﹤0.01%
18,323
-18,641
GLDM icon
692
SPDR Gold MiniShares Trust
GLDM
$31.8B
$884K ﹤0.01%
10,351
+7,725
ENB icon
693
Enbridge
ENB
$118B
$875K ﹤0.01%
18,284
+11,273
IWY icon
694
iShares Russell Top 200 Growth ETF
IWY
$15.4B
$874K ﹤0.01%
3,157
+378
LVS icon
695
Las Vegas Sands
LVS
$38.4B
$870K ﹤0.01%
13,369
-9,392
ADI icon
696
Analog Devices
ADI
$165B
$870K ﹤0.01%
3,207
+545
ASIX icon
697
AdvanSix
ASIX
$501M
$868K ﹤0.01%
50,199
-4,634
RS icon
698
Reliance Steel & Aluminium
RS
$18B
$864K ﹤0.01%
2,992
+57
EMXC icon
699
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.7B
$862K ﹤0.01%
+11,866
ESS icon
700
Essex Property Trust
ESS
$16.2B
$854K ﹤0.01%
3,264
+1,183