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
$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
COWZ icon
726
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$757K ﹤0.01%
13,734
+5,602
EWP icon
727
iShares MSCI Spain ETF
EWP
$1.67B
$757K ﹤0.01%
17,188
-1,265
DECK icon
728
Deckers Outdoor
DECK
$14.7B
$756K ﹤0.01%
7,330
+84
NX icon
729
Quanex
NX
$758M
$755K ﹤0.01%
39,946
-37,967
QUAL icon
730
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$752K ﹤0.01%
4,115
-911
MCK icon
731
McKesson
MCK
$100B
$746K ﹤0.01%
1,018
+13
BMRN icon
732
BioMarin Pharmaceuticals
BMRN
$10.2B
$745K ﹤0.01%
13,545
-28
CF icon
733
CF Industries
CF
$12.4B
$743K ﹤0.01%
8,072
+272
IXG icon
734
iShares Global Financials ETF
IXG
$645M
$740K ﹤0.01%
6,680
+418
MSI icon
735
Motorola Solutions
MSI
$60.7B
$733K ﹤0.01%
1,742
+317
IJR icon
736
iShares Core S&P Small-Cap ETF
IJR
$90.5B
$720K ﹤0.01%
6,583
-3,798
CPB icon
737
Campbell Soup
CPB
$8.57B
$718K ﹤0.01%
23,432
+224
RCUS icon
738
Arcus Biosciences
RCUS
$2.66B
$718K ﹤0.01%
88,163
-49,475
IWM icon
739
iShares Russell 2000 ETF
IWM
$73.5B
$716K ﹤0.01%
3,317
-474
CLX icon
740
Clorox
CLX
$12.7B
$715K ﹤0.01%
5,951
-88
YUMC icon
741
Yum China
YUMC
$17.3B
$701K ﹤0.01%
15,687
-8,421
BJ icon
742
BJs Wholesale Club
BJ
$12.2B
$695K ﹤0.01%
+6,445
AXON icon
743
Axon Enterprise
AXON
$44.5B
$676K ﹤0.01%
816
-124
DUK icon
744
Duke Energy
DUK
$89.7B
$673K ﹤0.01%
5,702
-1,383
LHX icon
745
L3Harris
LHX
$53.7B
$668K ﹤0.01%
2,662
-248
VEU icon
746
Vanguard FTSE All-World ex-US ETF
VEU
$53.1B
$659K ﹤0.01%
9,801
+4,583
FHLC icon
747
Fidelity MSCI Health Care Index ETF
FHLC
$2.82B
$655K ﹤0.01%
10,235
+507
MDLZ icon
748
Mondelez International
MDLZ
$69.7B
$649K ﹤0.01%
9,620
-1,294
CTAS icon
749
Cintas
CTAS
$75.4B
$644K ﹤0.01%
2,891
+413
SCHX icon
750
Schwab US Large- Cap ETF
SCHX
$62.8B
$642K ﹤0.01%
26,275
-13,724