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
USIG icon
726
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$728K ﹤0.01%
13,933
-20,912
FHLC icon
727
Fidelity MSCI Health Care Index ETF
FHLC
$2.82B
$727K ﹤0.01%
10,873
+638
SPYG icon
728
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.8B
$725K ﹤0.01%
+6,941
IEV icon
729
iShares Europe ETF
IEV
$1.6B
$719K ﹤0.01%
10,986
+2,810
PYPL icon
730
PayPal
PYPL
$57.4B
$707K ﹤0.01%
10,549
-6,866
CF icon
731
CF Industries
CF
$12.3B
$706K ﹤0.01%
7,866
-206
VEU icon
732
Vanguard FTSE All-World ex-US ETF
VEU
$53B
$695K ﹤0.01%
9,742
-59
BK icon
733
Bank of New York Mellon
BK
$81.6B
$691K ﹤0.01%
6,339
-504
SCHF icon
734
Schwab International Equity ETF
SCHF
$52.9B
$681K ﹤0.01%
29,256
+13,810
IART icon
735
Integra LifeSciences
IART
$1.05B
$676K ﹤0.01%
47,198
MDLZ icon
736
Mondelez International
MDLZ
$69.6B
$674K ﹤0.01%
10,791
+1,171
MSI icon
737
Motorola Solutions
MSI
$60.6B
$669K ﹤0.01%
1,463
-279
ITOT icon
738
iShares Core S&P Total US Stock Market ETF
ITOT
$79.1B
$660K ﹤0.01%
4,532
+2,980
BKLC icon
739
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.88B
$659K ﹤0.01%
+5,130
AXON icon
740
Axon Enterprise
AXON
$43.8B
$654K ﹤0.01%
911
+95
ADI icon
741
Analog Devices
ADI
$136B
$654K ﹤0.01%
2,662
+193
CTAS icon
742
Cintas
CTAS
$75.7B
$654K ﹤0.01%
3,183
+292
OXY icon
743
Occidental Petroleum
OXY
$38.3B
$651K ﹤0.01%
13,781
-1,129
VCR icon
744
Vanguard Consumer Discretionary ETF
VCR
$6.45B
$634K ﹤0.01%
1,601
+173
SPYM
745
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.7B
$634K ﹤0.01%
8,094
-3,781
PEG icon
746
Public Service Enterprise Group
PEG
$40.2B
$625K ﹤0.01%
7,490
-4,143
TRV icon
747
Travelers Companies
TRV
$64.8B
$618K ﹤0.01%
2,212
+378
SGOV icon
748
iShares 0-3 Month Treasury Bond ETF
SGOV
$66.7B
$609K ﹤0.01%
6,051
-5,651
QUAL icon
749
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$608K ﹤0.01%
3,127
-988
JBL icon
750
Jabil
JBL
$22.7B
$606K ﹤0.01%
+2,789