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
$276B
AUM Growth
+$24.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1 +$2.89B
2 +$383M
3 +$299M
4
MSFT icon
Microsoft
MSFT
+$282M
5
AAPL icon
Apple
AAPL
+$226M

Top Sells

1 +$1.82B
2 +$209M
3 +$168M
4
ADBE icon
Adobe
ADBE
+$118M
5
SAN icon
Banco Santander
SAN
+$104M

Sector Composition

1 Technology 26.4%
2 Financials 18.68%
3 Industrials 9.33%
4 Healthcare 8.68%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHYS icon
701
Sprott Physical Gold
PHYS
$15.8B
$892K ﹤0.01%
+30,117
IWM icon
702
iShares Russell 2000 ETF
IWM
$73B
$876K ﹤0.01%
3,620
+303
FLUT icon
703
Flutter Entertainment
FLUT
$38.4B
$870K ﹤0.01%
+3,424
TDY icon
704
Teledyne Technologies
TDY
$24.1B
$846K ﹤0.01%
1,444
-258
DUK icon
705
Duke Energy
DUK
$90.8B
$845K ﹤0.01%
6,827
+1,125
LHX icon
706
L3Harris
LHX
$52.9B
$843K ﹤0.01%
2,761
+99
IEI icon
707
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$836K ﹤0.01%
+6,997
SCHG icon
708
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$836K ﹤0.01%
26,189
-18,304
VRNT
709
DELISTED
Verint Systems
VRNT
$835K ﹤0.01%
41,246
+32
IJR icon
710
iShares Core S&P Small-Cap ETF
IJR
$89.3B
$831K ﹤0.01%
6,989
+406
RS icon
711
Reliance Steel & Aluminium
RS
$15.3B
$824K ﹤0.01%
2,935
+43
GLOB icon
712
Globant
GLOB
$2.91B
$813K ﹤0.01%
14,163
+1
TIP icon
713
iShares TIPS Bond ETF
TIP
$14B
$800K ﹤0.01%
7,195
+1,833
IXG icon
714
iShares Global Financials ETF
IXG
$638M
$791K ﹤0.01%
6,782
+102
PNC icon
715
PNC Financial Services
PNC
$82.7B
$785K ﹤0.01%
3,908
-685
AFL icon
716
Aflac
AFL
$58.4B
$772K ﹤0.01%
6,913
-796
HCKT icon
717
Hackett Group
HCKT
$498M
$771K ﹤0.01%
40,568
-125
DECK icon
718
Deckers Outdoor
DECK
$15.2B
$766K ﹤0.01%
7,557
+227
IWY icon
719
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$761K ﹤0.01%
2,779
-550
EWP icon
720
iShares MSCI Spain ETF
EWP
$1.66B
$758K ﹤0.01%
15,311
-1,877
ACN icon
721
Accenture
ACN
$180B
$750K ﹤0.01%
3,042
-10,410
CLX icon
722
Clorox
CLX
$12.2B
$746K ﹤0.01%
6,053
+102
AEP icon
723
American Electric Power
AEP
$61.2B
$746K ﹤0.01%
6,631
+1,586
CEG icon
724
Constellation Energy
CEG
$114B
$744K ﹤0.01%
2,260
-388
G icon
725
Genpact
G
$8.16B
$737K ﹤0.01%
17,587
-59