We are live on ! Find out more
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
BN icon
701
Brookfield
BN
$103B
$888K ﹤0.01%
21,940
-4,506
ENB icon
702
Enbridge
ENB
$120B
$880K ﹤0.01%
16,257
-2,027
STRO icon
703
Sutro Biopharma
STRO
$502M
$879K ﹤0.01%
35,295
-10
FITB
704
Fifth Third Bancorp
FITB
$49B
$874K ﹤0.01%
18,806
+12,847
XRT icon
705
State Street SPDR S&P Retail ETF
XRT
$290M
$862K ﹤0.01%
10,716
-2,141
OXY icon
706
Occidental Petroleum
OXY
$53.2B
$862K ﹤0.01%
13,264
+635
USIG icon
707
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$845K ﹤0.01%
16,485
+410
PEG icon
708
Public Service Enterprise Group
PEG
$39.8B
$839K ﹤0.01%
10,364
+1,886
IAU icon
709
iShares Gold Trust
IAU
$67.7B
$839K ﹤0.01%
9,511
-763
PCTY icon
710
Paylocity
PCTY
$5.47B
$822K ﹤0.01%
7,606
+224
HCA icon
711
HCA Healthcare
HCA
$86.7B
$821K ﹤0.01%
1,735
+375
SNDA icon
712
Sonida Senior Living
SNDA
$1.65B
$812K ﹤0.01%
+25,169
IQV icon
713
IQVIA
IQV
$28.9B
$809K ﹤0.01%
4,743
-250
MCO icon
714
Moody's
MCO
$81.6B
$806K ﹤0.01%
1,847
-195
BNY
715
Bank of New York Mellon
BNY
$100B
$805K ﹤0.01%
6,784
-2,681
MCK icon
716
McKesson
MCK
$91.1B
$782K ﹤0.01%
903
-519
COO icon
717
Cooper Companies
COO
$12.9B
$772K ﹤0.01%
10,801
-85
FNDA icon
718
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$770K ﹤0.01%
23,758
+14,893
SSD icon
719
Simpson Manufacturing
SSD
$8.13B
$759K ﹤0.01%
+4,423
SLDB icon
720
Solid Biosciences
SLDB
$737M
$745K ﹤0.01%
103,481
MSI icon
721
Motorola Solutions
MSI
$66.7B
$745K ﹤0.01%
1,716
-44
DECK icon
722
Deckers Outdoor
DECK
$15.2B
$735K ﹤0.01%
7,343
+858
DIA icon
723
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$720K ﹤0.01%
1,554
+787
CCJ icon
724
Cameco
CCJ
$47.2B
$719K ﹤0.01%
6,618
-123
NX icon
725
Quanex
NX
$770M
$718K ﹤0.01%
39,946