Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1 +$4.54B
2 +$427M
3 +$280M
4
NVDA icon
NVIDIA
NVDA
+$279M
5
MSFT icon
Microsoft
MSFT
+$222M

Top Sells

1 +$2.04B
2 +$1.57B
3 +$275M
4
ITUB icon
Itaú Unibanco
ITUB
+$249M
5
INTU icon
Intuit
INTU
+$161M

Sector Composition

1 Technology 25.35%
2 Financials 19.13%
3 Healthcare 9.52%
4 Industrials 9.41%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NIC icon
726
Nicolet Bankshares
NIC
$2.25B
$705K ﹤0.01%
5,811
-2,330
CTAS icon
727
Cintas
CTAS
$78.4B
$703K ﹤0.01%
3,738
+555
IEV icon
728
iShares Europe ETF
IEV
$1.75B
$697K ﹤0.01%
10,163
-823
SITC icon
729
SITE Centers
SITC
$337M
$682K ﹤0.01%
106,307
-4,092
PEG icon
730
Public Service Enterprise Group
PEG
$42.2B
$681K ﹤0.01%
8,478
+988
AVNW icon
731
Aviat Networks
AVNW
$323M
$678K ﹤0.01%
+31,719
BKLC icon
732
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.08B
$678K ﹤0.01%
5,179
+49
MSI icon
733
Motorola Solutions
MSI
$75.5B
$675K ﹤0.01%
1,760
+297
DGRW icon
734
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$675K ﹤0.01%
+7,547
DECK icon
735
Deckers Outdoor
DECK
$16.5B
$672K ﹤0.01%
6,485
-1,072
VHT icon
736
Vanguard Health Care ETF
VHT
$17.5B
$661K ﹤0.01%
2,296
+888
TRV icon
737
Travelers Companies
TRV
$64.7B
$658K ﹤0.01%
2,266
+54
VCR icon
738
Vanguard Consumer Discretionary ETF
VCR
$6.1B
$654K ﹤0.01%
1,660
+59
LDOS icon
739
Leidos
LDOS
$21.9B
$639K ﹤0.01%
3,541
+1,704
VNOM icon
740
Viper Energy
VNOM
$7.37B
$637K ﹤0.01%
16,499
-14,373
HCA icon
741
HCA Healthcare
HCA
$120B
$635K ﹤0.01%
1,360
+225
VYM icon
742
Vanguard High Dividend Yield ETF
VYM
$74.8B
$629K ﹤0.01%
4,382
+2,892
CCJ icon
743
Cameco
CCJ
$50.7B
$617K ﹤0.01%
6,741
+1,789
NX icon
744
Quanex
NX
$1.01B
$614K ﹤0.01%
39,946
COR icon
745
Cencora
COR
$68.3B
$611K ﹤0.01%
1,810
+451
PYPL icon
746
PayPal
PYPL
$36B
$600K ﹤0.01%
10,285
-264
IBKR icon
747
Interactive Brokers
IBKR
$32.5B
$596K ﹤0.01%
9,260
+1,496
BR icon
748
Broadridge
BR
$19.9B
$594K ﹤0.01%
2,662
+1,075
CBON icon
749
VanEck China Bond ETF
CBON
$18.6M
$593K ﹤0.01%
25,951
MCHP icon
750
Microchip Technology
MCHP
$42.7B
$590K ﹤0.01%
9,254
+4,065