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
$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
MBOX icon
676
Freedom Day Dividend ETF
MBOX
$124M
$1.17M ﹤0.01%
+35,000
SMTC icon
677
Semtech
SMTC
$6.75B
$1.16M ﹤0.01%
25,780
-2,343
BIDU icon
678
Baidu
BIDU
$43B
$1.16M ﹤0.01%
13,559
-5,248
TNGX icon
679
Tango Therapeutics
TNGX
$1.26B
$1.15M ﹤0.01%
224,077
MAR icon
680
Marriott International
MAR
$80.2B
$1.13M ﹤0.01%
4,147
+820
AROC icon
681
Archrock
AROC
$4.58B
$1.13M ﹤0.01%
45,618
-60,034
RYI icon
682
Ryerson Holding
RYI
$812M
$1.11M ﹤0.01%
51,673
-51,394
SPIB icon
683
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$1.09M ﹤0.01%
32,551
-5,765
OKE icon
684
Oneok
OKE
$46.3B
$1.09M ﹤0.01%
13,369
-6,273
MCO icon
685
Moody's
MCO
$86.8B
$1.09M ﹤0.01%
2,172
+1,008
FNCL icon
686
Fidelity MSCI Financials Index ETF
FNCL
$2.44B
$1.09M ﹤0.01%
14,705
+5,063
MBCN icon
687
Middlefield Banc Corp
MBCN
$298M
$1.06M ﹤0.01%
+35,072
BZH icon
688
Beazer Homes USA
BZH
$672M
$1.05M ﹤0.01%
47,090
-18,437
XRT icon
689
State Street SPDR S&P Retail ETF
XRT
$536M
$1.04M ﹤0.01%
+13,548
PWB icon
690
Invesco Large Cap Growth ETF
PWB
$1.4B
$1.04M ﹤0.01%
+8,877
HCKT icon
691
Hackett Group
HCKT
$501M
$1.03M ﹤0.01%
40,693
-25,089
VSH icon
692
Vishay Intertechnology
VSH
$2.08B
$1.03M ﹤0.01%
64,913
-7,967
CPSS icon
693
Consumer Portfolio Services
CPSS
$203M
$1.01M ﹤0.01%
102,377
VDE icon
694
Vanguard Energy ETF
VDE
$7.17B
$981K ﹤0.01%
8,233
+9
PEG icon
695
Public Service Enterprise Group
PEG
$39.4B
$979K ﹤0.01%
11,633
-6,815
APEI icon
696
American Public Education
APEI
$668M
$979K ﹤0.01%
+32,130
NIO icon
697
NIO
NIO
$12.7B
$963K ﹤0.01%
280,801
-14,788
BPMC
698
DELISTED
Blueprint Medicines
BPMC
$956K ﹤0.01%
7,459
-303,275
RCL icon
699
Royal Caribbean
RCL
$76B
$953K ﹤0.01%
3,044
+778
ESS icon
700
Essex Property Trust
ESS
$16.6B
$947K ﹤0.01%
3,342
+840