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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
EWP icon
726
iShares MSCI Spain ETF
EWP
$1.87B
$717K ﹤0.01%
13,211
-2,231
SPHQ icon
727
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$713K ﹤0.01%
+9,477
FHLC icon
728
Fidelity MSCI Health Care Index ETF
FHLC
$3.05B
$710K ﹤0.01%
10,091
-311
APH icon
729
Amphenol
APH
$201B
$705K ﹤0.01%
5,576
-164
FDX icon
730
FedEx
FDX
$78.9B
$700K ﹤0.01%
1,966
-1,101
IXUS icon
731
iShares Core MSCI Total International Stock ETF
IXUS
$58.9B
$700K ﹤0.01%
+8,074
VNQ icon
732
Vanguard Real Estate ETF
VNQ
$37.6B
$698K ﹤0.01%
7,864
-1,450
ALL icon
733
Allstate
ALL
$57.1B
$692K ﹤0.01%
3,338
+757
CEG icon
734
Constellation Energy
CEG
$96.8B
$686K ﹤0.01%
2,457
-311
DLN icon
735
WisdomTree US LargeCap Dividend Fund
DLN
$6.29B
$683K ﹤0.01%
+7,641
LNG icon
736
Cheniere Energy
LNG
$48.2B
$680K ﹤0.01%
2,394
+218
VHT icon
737
Vanguard Health Care ETF
VHT
$16.9B
$678K ﹤0.01%
2,489
+193
PENG
738
Penguin Solutions Inc
PENG
$3.17B
$677K ﹤0.01%
38,488
+1,889
VOOG icon
739
Vanguard S&P 500 Growth ETF
VOOG
$25.9B
$664K ﹤0.01%
9,762
-72
MDLZ icon
740
Mondelez International
MDLZ
$78B
$664K ﹤0.01%
11,513
-2,287
SENEA icon
741
Seneca Foods Class A
SENEA
$1.06B
$658K ﹤0.01%
+4,352
G icon
742
Genpact
G
$5.3B
$647K ﹤0.01%
17,368
-236
CPT icon
743
Camden Property Trust
CPT
$10.9B
$635K ﹤0.01%
6,503
+2,765
JQUA icon
744
JPMorgan US Quality Factor ETF
JQUA
$8.07B
$634K ﹤0.01%
+10,344
LVS icon
745
Las Vegas Sands
LVS
$32.1B
$633K ﹤0.01%
11,754
-1,615
VOT icon
746
Vanguard Mid-Cap Growth ETF
VOT
$19.7B
$627K ﹤0.01%
+2,437
RCL icon
747
Royal Caribbean
RCL
$82.8B
$625K ﹤0.01%
2,272
+552
BJ icon
748
BJs Wholesale Club
BJ
$11.1B
$624K ﹤0.01%
6,338
+15
DKS icon
749
Dick's Sporting Goods
DKS
$20.6B
$621K ﹤0.01%
3,132
-12,248
SCHE icon
750
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$619K ﹤0.01%
18,797
+10,745