Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Est. Return 19.67%
 

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
+19.67%
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
TVTX icon
751
Travere Therapeutics
TVTX
$2.65B
$639K ﹤0.01%
43,182
EFV icon
752
iShares MSCI EAFE Value ETF
EFV
$27.8B
$632K ﹤0.01%
9,949
+3,880
VNQ icon
753
Vanguard Real Estate ETF
VNQ
$34.7B
$631K ﹤0.01%
7,088
-2,543
IAU icon
754
iShares Gold Trust
IAU
$60.7B
$629K ﹤0.01%
10,087
-2,980
OXY icon
755
Occidental Petroleum
OXY
$41.6B
$626K ﹤0.01%
14,910
-153,447
BK icon
756
Bank of New York Mellon
BK
$75B
$624K ﹤0.01%
6,843
+806
VYM icon
757
Vanguard High Dividend Yield ETF
VYM
$65.9B
$622K ﹤0.01%
4,668
+2,408
SKYW icon
758
Skywest
SKYW
$4.08B
$619K ﹤0.01%
6,008
+8
PWZ icon
759
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.12B
$607K ﹤0.01%
26,000
VONG icon
760
Vanguard Russell 1000 Growth ETF
VONG
$34.1B
$604K ﹤0.01%
5,534
+594
ALL icon
761
Allstate
ALL
$50.9B
$604K ﹤0.01%
2,998
+155
AMCR icon
762
Amcor
AMCR
$19.1B
$599K ﹤0.01%
+65,186
ES icon
763
Eversource Energy
ES
$27.7B
$593K ﹤0.01%
9,324
+3,202
YELP icon
764
Yelp
YELP
$2.08B
$590K ﹤0.01%
17,229
-882,376
TIP icon
765
iShares TIPS Bond ETF
TIP
$13.9B
$590K ﹤0.01%
5,362
-1,308
ALC icon
766
Alcon
ALC
$37.6B
$589K ﹤0.01%
6,668
-335
ADI icon
767
Analog Devices
ADI
$120B
$588K ﹤0.01%
2,469
-129
EPD icon
768
Enterprise Products Partners
EPD
$67.5B
$587K ﹤0.01%
18,921
-18,409
CTVA icon
769
Corteva
CTVA
$43.4B
$586K ﹤0.01%
7,866
+588
IWD icon
770
iShares Russell 1000 Value ETF
IWD
$65.9B
$584K ﹤0.01%
3,004
+910
CBON icon
771
VanEck China Bond ETF
CBON
$17.9M
$581K ﹤0.01%
25,951
IART icon
772
Integra LifeSciences
IART
$1.24B
$579K ﹤0.01%
47,198
JAAA icon
773
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$573K ﹤0.01%
+11,286
SCHB icon
774
Schwab US Broad Market ETF
SCHB
$38.3B
$571K ﹤0.01%
23,966
+13,707
ITOS
775
DELISTED
iTeos Therapeutics
ITOS
$556K ﹤0.01%
55,722