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
SKYW icon
751
Skywest
SKYW
$4.15B
$604K ﹤0.01%
6,000
-8
FNDF icon
752
Schwab Fundamental International Large Company Index ETF
FNDF
$18.7B
$601K ﹤0.01%
13,987
+4,004
TQQQ icon
753
ProShares UltraPro QQQ
TQQQ
$29B
$597K ﹤0.01%
+11,542
TAK icon
754
Takeda Pharmaceutical
TAK
$45.9B
$593K ﹤0.01%
40,484
-58,151
VBR icon
755
Vanguard Small-Cap Value ETF
VBR
$32.3B
$590K ﹤0.01%
2,829
+338
HAYW icon
756
Hayward Holdings
HAYW
$3.45B
$590K ﹤0.01%
+39,009
ALL icon
757
Allstate
ALL
$55.5B
$586K ﹤0.01%
2,730
-268
VOOG icon
758
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$584K ﹤0.01%
+1,341
CBON icon
759
VanEck China Bond ETF
CBON
$18.1M
$581K ﹤0.01%
25,951
BJ icon
760
BJs Wholesale Club
BJ
$12B
$581K ﹤0.01%
6,226
-219
VNQ icon
761
Vanguard Real Estate ETF
VNQ
$33.5B
$570K ﹤0.01%
6,235
-853
GMED icon
762
Globus Medical
GMED
$11.5B
$570K ﹤0.01%
9,951
-278,122
MET icon
763
MetLife
MET
$54.4B
$569K ﹤0.01%
6,901
+1,075
NX icon
764
Quanex
NX
$734M
$568K ﹤0.01%
39,946
FN icon
765
Fabrinet
FN
$16.2B
$562K ﹤0.01%
+1,540
ESS icon
766
Essex Property Trust
ESS
$16.7B
$557K ﹤0.01%
2,081
-1,261
MXI icon
767
iShares Global Materials ETF
MXI
$233M
$547K ﹤0.01%
5,920
-481
WY icon
768
Weyerhaeuser
WY
$16.8B
$546K ﹤0.01%
22,009
+2,369
YELP icon
769
Yelp
YELP
$1.88B
$537K ﹤0.01%
17,221
-8
IBKR icon
770
Interactive Brokers
IBKR
$28.1B
$534K ﹤0.01%
7,764
-1,366
SPDW icon
771
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
$528K ﹤0.01%
12,348
-8,055
VO icon
772
Vanguard Mid-Cap ETF
VO
$90B
$528K ﹤0.01%
1,796
-4
PWZ icon
773
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
$526K ﹤0.01%
22,000
-4,000
VB icon
774
Vanguard Small-Cap ETF
VB
$69.2B
$525K ﹤0.01%
2,066
+252
APH icon
775
Amphenol
APH
$158B
$520K ﹤0.01%
4,203
+26