Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Est. Return 19.67%
 

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
+19.67%
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
UHS icon
701
Universal Health Services
UHS
$13.6B
$944K ﹤0.01%
5,212
+2,202
PDFS icon
702
PDF Solutions
PDFS
$1.13B
$934K ﹤0.01%
43,679
-3,630
PSX icon
703
Phillips 66
PSX
$54.7B
$921K ﹤0.01%
7,720
+1,516
KR icon
704
Kroger
KR
$45.1B
$915K ﹤0.01%
12,751
-2,318
RS icon
705
Reliance Steel & Aluminium
RS
$14.6B
$908K ﹤0.01%
2,892
+7
CI icon
706
Cigna
CI
$82.5B
$906K ﹤0.01%
2,741
+303
ZYME icon
707
Zymeworks
ZYME
$1.4B
$903K ﹤0.01%
71,979
+5
MOV icon
708
Movado Group
MOV
$406M
$900K ﹤0.01%
59,013
+27,431
SPSK icon
709
SP Funds Dow Jones Global Sukuk ETF
SPSK
$378M
$877K ﹤0.01%
48,129
+37,100
TDY icon
710
Teledyne Technologies
TDY
$24.8B
$872K ﹤0.01%
1,702
-830
SPLG icon
711
SPDR Portfolio S&P 500 ETF
SPLG
$91.1B
$863K ﹤0.01%
11,875
-5,576
PNC icon
712
PNC Financial Services
PNC
$72.5B
$856K ﹤0.01%
4,593
+597
CEG icon
713
Constellation Energy
CEG
$122B
$855K ﹤0.01%
2,648
+444
VNOM icon
714
Viper Energy
VNOM
$6.27B
$847K ﹤0.01%
22,223
-35,210
IEMG icon
715
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$847K ﹤0.01%
14,109
-2,516
SPDW icon
716
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$826K ﹤0.01%
20,403
-4,255
VIG icon
717
Vanguard Dividend Appreciation ETF
VIG
$99.8B
$822K ﹤0.01%
4,015
-2,248
IWY icon
718
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$821K ﹤0.01%
+3,329
AFL icon
719
Aflac
AFL
$57.5B
$813K ﹤0.01%
7,709
-1,781
VRNT icon
720
Verint Systems
VRNT
$1.23B
$811K ﹤0.01%
41,214
-1,380,678
COGT icon
721
Cogent Biosciences
COGT
$2.26B
$796K ﹤0.01%
110,908
XMHQ icon
722
Invesco S&P MidCap Quality ETF
XMHQ
$5.54B
$786K ﹤0.01%
+8,003
BX icon
723
Blackstone
BX
$120B
$783K ﹤0.01%
5,235
-979
G icon
724
Genpact
G
$6.89B
$777K ﹤0.01%
17,646
-224
REPL icon
725
Replimune Group
REPL
$728M
$761K ﹤0.01%
81,949